MCCARTER PRIVATE WEALTH SERVICES LLC PG Holdings History
Number of Shares
24,856.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
2.77%
Total Estimate Gain
$-364,309.51
% of Total Estimate Gain
-8.63%
MCCARTER PRIVATE WEALTH SERVICES LLC's Procter & Gamble Co Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 24,856.00 shares of Procter & Gamble Co(PG), totaling $4.24 Mil. This investment constitutes 2.77% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2024Q3. And since then MCCARTER PRIVATE WEALTH SERVICES LLC has made 1 purchases of PG, at an average price of $169.76, for a total of 24,856.00 shares. Based on historical transaction data and PG's current price of $155.10, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his PG holdings is $-364,309.51, reflecting a -8.63% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC PG ($155.10) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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