A detailed history of Avantax Planning Partners, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 53,490 shares of PG stock, worth $9.04 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
53,490
Previous 62,272 14.1%
Holding current value
$9.04 Million
Previous $10.3 Million 9.83%
% of portfolio
0.33%
Previous 0.33%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$160.76 - $177.82 $1.41 Million - $1.56 Million
-8,782 Reduced 14.1%
53,490 $9.26 Million
Q2 2024

Aug 09, 2024

BUY
$155.33 - $168.56 $360,520 - $391,227
2,321 Added 3.87%
62,272 $10.3 Million
Q1 2024

May 02, 2024

BUY
$147.42 - $162.61 $5.17 Million - $5.71 Million
35,090 Added 141.14%
59,951 $9.73 Million
Q4 2023

Feb 09, 2024

SELL
$143.0 - $153.52 $489,632 - $525,652
-3,424 Reduced 12.11%
24,861 $3.64 Million
Q3 2023

Nov 03, 2023

SELL
$145.86 - $157.09 $1.42 Million - $1.53 Million
-9,728 Reduced 25.59%
28,285 $4.13 Million
Q2 2023

Jul 17, 2023

SELL
$142.5 - $156.57 $221,302 - $243,153
-1,553 Reduced 3.93%
38,013 $5.77 Million
Q1 2023

Apr 20, 2023

SELL
$136.57 - $153.91 $1.79 Million - $2.02 Million
-13,143 Reduced 24.94%
39,566 $5.88 Million
Q4 2022

Feb 09, 2023

SELL
$123.76 - $153.95 $32,425 - $40,334
-262 Reduced 0.49%
52,709 $7.99 Million
Q3 2022

Oct 14, 2022

BUY
$126.25 - $149.93 $101,000 - $119,944
800 Added 1.53%
52,971 $6.69 Million
Q2 2022

Jul 18, 2022

BUY
$132.36 - $163.65 $172,862 - $213,726
1,306 Added 2.57%
52,171 $7.5 Million
Q1 2022

May 09, 2022

BUY
$143.22 - $164.21 $107,128 - $122,829
748 Added 1.49%
50,865 $7.77 Million
Q4 2021

Jan 28, 2022

BUY
$138.79 - $164.19 $458,145 - $541,991
3,301 Added 7.05%
50,117 $8.2 Million
Q3 2021

Oct 27, 2021

BUY
$135.24 - $145.68 $60,046 - $64,681
444 Added 0.96%
46,816 $6.55 Million
Q2 2021

Aug 10, 2021

BUY
$131.18 - $138.43 $166,205 - $175,390
1,267 Added 2.81%
46,372 $6.26 Million
Q1 2021

May 06, 2021

SELL
$122.15 - $140.16 $322,598 - $370,162
-2,641 Reduced 5.53%
45,105 $6.11 Million
Q4 2020

Feb 04, 2021

SELL
$135.51 - $144.49 $685,138 - $730,541
-5,056 Reduced 9.58%
47,746 $6.64 Million
Q3 2020

Oct 28, 2020

SELL
$119.98 - $140.51 $213,324 - $249,826
-1,778 Reduced 3.26%
52,802 $7.34 Million
Q2 2020

Jul 15, 2020

BUY
$109.33 - $124.69 $431,853 - $492,525
3,950 Added 7.8%
54,580 $6.53 Million
Q1 2020

Apr 27, 2020

BUY
$97.7 - $127.14 $591,964 - $770,341
6,059 Added 13.59%
50,630 $5.57 Million
Q4 2019

Jan 15, 2020

BUY
$116.63 - $126.09 $557,374 - $602,584
4,779 Added 12.01%
44,571 $5.57 Million
Q3 2019

Nov 08, 2019

BUY
$110.49 - $124.57 $34,362 - $38,741
311 Added 0.79%
39,792 $4.95 Million
Q2 2019

Aug 07, 2019

BUY
$102.91 - $112.33 $94,677 - $103,343
920 Added 2.39%
39,481 $4.5 Million
Q1 2019

May 08, 2019

BUY
$90.44 - $104.05 $318,077 - $365,943
3,517 Added 10.04%
38,561 $4.01 Million
Q4 2018

Feb 14, 2019

SELL
$78.87 - $96.64 $56,707 - $69,484
-719 Reduced 2.01%
35,044 $3.22 Million
Q3 2018

Nov 13, 2018

BUY
$77.86 - $85.82 $195,584 - $215,579
2,512 Added 7.55%
35,763 $2.98 Million
Q2 2018

Aug 13, 2018

SELL
$70.94 - $79.05 $109,602 - $122,132
-1,545 Reduced 4.44%
33,251 $2.6 Million
Q1 2018

May 15, 2018

BUY
$75.91 - $91.89 $282,840 - $342,382
3,726 Added 11.99%
34,796 $2.76 Million
Q4 2017

Feb 09, 2018

SELL
$86.05 - $93.14 $713,784 - $772,596
-8,295 Reduced 21.07%
31,070 $2.86 Million
Q3 2017

Oct 19, 2017

BUY
$90.67 - $94.4 $3.57 Million - $3.72 Million
39,365
39,365 $3.58 Million

Others Institutions Holding PG

About PROCTER & GAMBLE Co


  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $400B
  • Description
  • The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Panten...
More about PG
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