Cassady Schiller Wealth Management, LLC PG Holdings History
Cassady Schiller Wealth Management, LLC's Procter & Gamble Co Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 84,434.00 shares of Procter & Gamble Co(PG), totaling $14.16 Mil. This investment constitutes 5.26% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 5 purchases of PG, at an average price of $150.24, for a total of 133,889.00 shares. In addition, there have been 7 sales at an average price of $145.05 for 49,455.00 shares. Based on historical transaction data and PG's current price of $158.81, Cassady Schiller Wealth Management, LLC's estimated gain on his PG holdings is $466,940.05, reflecting a 2.32% gain to date.
Cassady Schiller Wealth Management, LLC PG ($158.81) Holding Chart
Cassady Schiller Wealth Management, LLC PG ($158.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
