BARTLETT & CO. WEALTH MANAGEMENT LLC PG Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Procter & Gamble Co Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 1.10 Mil shares of Procter & Gamble Co(PG), totaling $175.78 Mil. This investment constitutes 2.45% 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 9 sales at an average price of $144.19 for 295,271.00 shares. Based on historical transaction data and PG's current price of $155.10, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his PG holdings is $37.94 Mil, reflecting a 21.59% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC PG ($155.10) Holding Chart
BARTLETT & CO. 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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