Number of Shares
7,471.00
Current Holdings Value*
$1.09 Mil
% of Portfolio
0.39%
Total Estimate Gain
$60,154.29
% of Total Estimate Gain
2.76%

TRIAD FINANCIAL ADVISORS, INC.'s Procter & Gamble Co Holding Summary

As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 7,471.00 shares of Procter & Gamble Co(PG), totaling $1.09 Mil. This investment constitutes 0.39% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 1 purchases of PG, at an average price of $148.80, for a total of 14,654.00 shares. In addition, there have been 6 sales at an average price of $152.47 for 7,183.00 shares. Based on historical transaction data and PG's current price of $153.32, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his PG holdings is $60,154.29, reflecting a 2.76% gain to date.

TRIAD FINANCIAL ADVISORS, INC. PG ($153.32) Holding Chart

TRIAD FINANCIAL ADVISORS, INC. PG ($153.32) 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 %

Top Ranked Articles

  • 1