Roberts Foundation PG Holdings History

Number of Shares
231,472.00
Current Holdings Value*
$39.45 Mil
% of Portfolio
25.44%
Total Estimate Gain
$-2.72 Mil
% of Total Estimate Gain
-6.91%

Roberts Foundation's Procter & Gamble Co Holding Summary

As of 2025-03-31, Roberts Foundation held 231,472.00 shares of Procter & Gamble Co(PG), totaling $39.45 Mil. This investment constitutes 25.44% of their stock portfolio, and Roberts Foundation now holds 0.01% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2024Q4. And since then Roberts Foundation has made 1 purchases of PG, at an average price of $170.25, for a total of 231,472.00 shares. Based on historical transaction data and PG's current price of $158.49, Roberts Foundation's estimated gain on his PG holdings is $-2.72 Mil, reflecting a -6.91% gain to date.

Roberts Foundation PG ($158.49) Holding Chart

Roberts Foundation PG ($158.49) 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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