Number of Shares
20,651.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
4.49%
Total Estimate Gain
$-273,006.22
% of Total Estimate Gain
-7.76%

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

As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 20,651.00 shares of Procter & Gamble Co(PG), totaling $3.45 Mil. This investment constitutes 4.49% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and PG's current price of $157.05, Anchor Pointe Wealth Management, LLC's estimated gain on his PG holdings is $-273,006.22, reflecting a -7.76% gain to date.

Anchor Pointe Wealth Management, LLC PG ($157.05) Holding Chart

Anchor Pointe Wealth Management, LLC PG ($157.05) 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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