Number of Shares
63,321.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
2.98%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
15.02%

West Branch Capital LLC's Procter & Gamble Co Holding Summary

As of 2025-06-30, West Branch Capital LLC held 63,321.00 shares of Procter & Gamble Co(PG), totaling $10.09 Mil. This investment constitutes 2.98% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 18 purchases of PG, at an average price of $129.34, for a total of 75,559.00 shares. In addition, there have been 7 sales at an average price of $99.55 for 12,238.00 shares. Based on historical transaction data and PG's current price of $158.28, West Branch Capital LLC's estimated gain on his PG holdings is $1.47 Mil, reflecting a 15.02% gain to date.

West Branch Capital LLC PG ($158.28) Holding Chart

West Branch Capital LLC PG ($158.28) 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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