Number of Shares
58,254.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
4.65%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
12.54%

Altus Wealth Management, LLC's Procter & Gamble Co Holding Summary

As of 2025-03-31, Altus Wealth Management, LLC held 58,254.00 shares of Procter & Gamble Co(PG), totaling $9.93 Mil. This investment constitutes 4.65% of their stock portfolio, and Altus Wealth Management, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 13 purchases of PG, at an average price of $139.51, for a total of 60,240.00 shares. In addition, there have been 8 sales at an average price of $141.79 for 1,986.00 shares. Based on historical transaction data and PG's current price of $157.52, Altus Wealth Management, LLC's estimated gain on his PG holdings is $1.05 Mil, reflecting a 12.54% gain to date.

Altus Wealth Management, LLC PG ($157.52) Holding Chart

Altus Wealth Management, LLC PG ($157.52) 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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