Synergy Asset Management, LLC PG Holdings History
Synergy Asset Management, LLC's Procter & Gamble Co Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 95,440.00 shares of Procter & Gamble Co(PG), totaling $16.26 Mil. This investment constitutes 2.05% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 8 purchases of PG, at an average price of $160.75, for a total of 152,964.00 shares. In addition, there have been 7 sales at an average price of $142.11 for 57,524.00 shares. Based on historical transaction data and PG's current price of $152.68, Synergy Asset Management, LLC's estimated gain on his PG holdings is $-1.84 Mil, reflecting a -7.49% gain to date.
Synergy Asset Management, LLC PG ($152.68) Holding Chart
Synergy Asset Management, LLC PG ($152.68) 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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