Trajan Wealth LLC PG Holdings History
Number of Shares
108,367.00
Current Holdings Value*
$18.47 Mil
% of Portfolio
1.01%
Total Estimate Gain
$-487,546.89
% of Total Estimate Gain
-2.75%
Trajan Wealth LLC's Procter & Gamble Co Holding Summary
As of 2025-03-31, Trajan Wealth LLC held 108,367.00 shares of Procter & Gamble Co(PG), totaling $18.47 Mil. This investment constitutes 1.01% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of PG, at an average price of $163.31, for a total of 108,367.00 shares. Based on historical transaction data and PG's current price of $158.81, Trajan Wealth LLC's estimated gain on his PG holdings is $-487,546.89, reflecting a -2.75% gain to date.
Trajan Wealth LLC PG ($158.81) Holding Chart
Trajan Wealth LLC PG ($158.81) 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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