Number of Shares
58,958.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
1.88%
Total Estimate Gain
$2.31 Mil
% of Total Estimate Gain
4.12%

Strategic Financial Concepts, LLC's Procter & Gamble Co Holding Summary

As of 2025-03-31, Strategic Financial Concepts, LLC held 58,958.00 shares of Procter & Gamble Co(PG), totaling $10.05 Mil. This investment constitutes 1.88% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of PG, at an average price of $161.11, for a total of 347,686.00 shares. In addition, there have been 4 sales at an average price of $169.69 for 288,728.00 shares. Based on historical transaction data and PG's current price of $158.32, Strategic Financial Concepts, LLC's estimated gain on his PG holdings is $2.31 Mil, reflecting a 4.12% gain to date.

Strategic Financial Concepts, LLC PG ($158.32) Holding Chart

Strategic Financial Concepts, LLC PG ($158.32) 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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