Number of Shares
2,962.00
Current Holdings Value*
$471,930.00
% of Portfolio
0.29%
Total Estimate Gain
$-12,301.92
% of Total Estimate Gain
-0.60%

Worth Financial Advisory Group, LLC's Procter & Gamble Co Holding Summary

As of 2025-06-30, Worth Financial Advisory Group, LLC held 2,962.00 shares of Procter & Gamble Co(PG), totaling $471,930.00. This investment constitutes 0.29% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2024Q2. And since then Worth Financial Advisory Group, LLC has made 1 purchases of PG, at an average price of $163.48, for a total of 12,445.00 shares. In addition, there have been 4 sales at an average price of $163.81 for 9,483.00 shares. Based on historical transaction data and PG's current price of $158.28, Worth Financial Advisory Group, LLC's estimated gain on his PG holdings is $-12,301.92, reflecting a -0.60% gain to date.

Worth Financial Advisory Group, LLC PG ($158.28) Holding Chart

Worth Financial Advisory Group, 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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