Number of Shares
39,310.00
Current Holdings Value*
$6.26 Mil
% of Portfolio
0.71%
Total Estimate Gain
$626,231.45
% of Total Estimate Gain
3.46%

Octavia Wealth Advisors, LLC's Procter & Gamble Co Holding Summary

As of 2025-06-30, Octavia Wealth Advisors, LLC held 39,310.00 shares of Procter & Gamble Co(PG), totaling $6.26 Mil. This investment constitutes 0.71% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 10 purchases of PG, at an average price of $147.90, for a total of 122,330.00 shares. In addition, there have been 9 sales at an average price of $152.04 for 83,020.00 shares. Based on historical transaction data and PG's current price of $155.10, Octavia Wealth Advisors, LLC's estimated gain on his PG holdings is $626,231.45, reflecting a 3.46% gain to date.

Octavia Wealth Advisors, LLC PG ($155.10) Holding Chart

Octavia Wealth Advisors, 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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