KWB Wealth PG Holdings History
KWB Wealth's Procter & Gamble Co Holding Summary
As of 2025-06-30, KWB Wealth held 26,527.00 shares of Procter & Gamble Co(PG), totaling $4.52 Mil. This investment constitutes 0.55% of their stock portfolio, and KWB Wealth now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 6 purchases of PG, at an average price of $162.61, for a total of 30,598.00 shares. In addition, there have been 3 sales at an average price of $145.98 for 4,071.00 shares. Based on historical transaction data and PG's current price of $155.10, KWB Wealth's estimated gain on his PG holdings is $-266,929.11, reflecting a -5.36% gain to date.
KWB Wealth PG ($155.10) Holding Chart
KWB Wealth 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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