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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