Number of Shares
15,481.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
1.58%
Total Estimate Gain
$662,938.70
% of Total Estimate Gain
4.33%

CCG WEALTH MANAGEMENT, LLC's Procter & Gamble Co Holding Summary

As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 15,481.00 shares of Procter & Gamble Co(PG), totaling $2.64 Mil. This investment constitutes 1.58% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2019Q4. And since then CCG WEALTH MANAGEMENT, LLC has made 7 purchases of PG, at an average price of $156.88, for a total of 97,495.00 shares. In addition, there have been 8 sales at an average price of $165.30 for 82,014.00 shares. Based on historical transaction data and PG's current price of $155.10, CCG WEALTH MANAGEMENT, LLC's estimated gain on his PG holdings is $662,938.70, reflecting a 4.33% gain to date.

CCG WEALTH MANAGEMENT, LLC PG ($155.10) Holding Chart

CCG 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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