Number of Shares
1.12 Mil
Current Holdings Value*
$190.06 Mil
% of Portfolio
2.8%
Total Estimate Gain
$38.42 Mil
% of Total Estimate Gain
21.86%

BARTLETT & CO. WEALTH MANAGEMENT LLC's Procter & Gamble Co Holding Summary

As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 1.12 Mil shares of Procter & Gamble Co(PG), totaling $190.06 Mil. This investment constitutes 2.8% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.05% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 16 purchases of PG, at an average price of $125.67, for a total of 1.40 Mil shares. In addition, there have been 8 sales at an average price of $143.38 for 283,321.00 shares. Based on historical transaction data and PG's current price of $155.62, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his PG holdings is $38.42 Mil, reflecting a 21.86% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC PG ($155.62) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC PG ($155.62) 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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