Accurate Wealth Management, LLC PG Holdings History
Accurate Wealth Management, LLC's Procter & Gamble Co Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 82,441.00 shares of Procter & Gamble Co(PG), totaling $13.07 Mil. This investment constitutes 2% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 12 purchases of PG, at an average price of $160.69, for a total of 86,305.00 shares. In addition, there have been 4 sales at an average price of $150.49 for 3,864.00 shares. Based on historical transaction data and PG's current price of $155.10, Accurate Wealth Management, LLC's estimated gain on his PG holdings is $-499,944.91, reflecting a -3.61% gain to date.
Accurate Wealth Management, LLC PG ($155.10) Holding Chart
Accurate Wealth Management, LLC PG ($155.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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