Axim Planning & Wealth PG Holdings History

Number of Shares
5,579.00
Current Holdings Value*
$950,770.00
% of Portfolio
0.84%
Total Estimate Gain
$98,375.37
% of Total Estimate Gain
7.09%

Axim Planning & Wealth's Procter & Gamble Co Holding Summary

As of 2025-03-31, Axim Planning & Wealth held 5,579.00 shares of Procter & Gamble Co(PG), totaling $950,770.00. This investment constitutes 0.84% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2022Q2. And since then Axim Planning & Wealth has made 4 purchases of PG, at an average price of $143.26, for a total of 9,680.00 shares. In addition, there have been 7 sales at an average price of $153.02 for 4,101.00 shares. Based on historical transaction data and PG's current price of $153.73, Axim Planning & Wealth's estimated gain on his PG holdings is $98,375.37, reflecting a 7.09% gain to date.

Axim Planning & Wealth PG ($153.73) Holding Chart

Axim Planning & Wealth PG ($153.73) 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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