Number of Shares
27,842.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
2.03%
Total Estimate Gain
$-60,212.05
% of Total Estimate Gain
-1.23%

PLANNING DIRECTIONS INC's Procter & Gamble Co Holding Summary

As of 2025-03-31, PLANNING DIRECTIONS INC held 27,842.00 shares of Procter & Gamble Co(PG), totaling $4.74 Mil. This investment constitutes 2.03% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2019Q2. And since then PLANNING DIRECTIONS INC has made 16 purchases of PG, at an average price of $159.64, for a total of 30,645.00 shares. In addition, there have been 8 sales at an average price of $134.12 for 2,803.00 shares. Based on historical transaction data and PG's current price of $160.05, PLANNING DIRECTIONS INC's estimated gain on his PG holdings is $-60,212.05, reflecting a -1.23% gain to date.

PLANNING DIRECTIONS INC PG ($160.05) Holding Chart

PLANNING DIRECTIONS INC PG ($160.05) 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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