Trace Wealth Advisors, LLC PG Holdings History
Trace Wealth Advisors, LLC's Procter & Gamble Co Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 40,750.00 shares of Procter & Gamble Co(PG), totaling $6.94 Mil. This investment constitutes 6.19% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of PG, at an average price of $169.70, for a total of 40,750.00 shares. Based on historical transaction data and PG's current price of $155.10, Trace Wealth Advisors, LLC's estimated gain on his PG holdings is $-595,145.20, reflecting a -8.61% gain to date.
Trace Wealth Advisors, LLC PG ($155.10) Holding Chart
Trace Wealth Advisors, LLC PG ($155.10) 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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