A detailed history of Clear Perspectives Financial Planning, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 119,795 shares of PG stock, worth $19.8 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares
119,795
Previous 108,373 10.54%
Holding current value
$19.8 Million
Previous $16.4 Million 8.44%
% of portfolio
9.99%
Previous 8.73%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$136.57 - $153.91 $1.56 Million - $1.76 Million
11,422 Added 10.54%
119,795 $17.8 Million
Q4 2022

Feb 13, 2023

SELL
$123.76 - $153.95 $1.14 Million - $1.42 Million
-9,241 Reduced 7.86%
108,373 $16.4 Million
Q3 2022

Nov 09, 2022

BUY
$126.25 - $149.93 $660,413 - $784,283
5,231 Added 4.65%
117,614 $14.8 Million
Q2 2022

Aug 11, 2022

BUY
$132.36 - $163.65 $2.67 Million - $3.3 Million
20,161 Added 21.86%
112,383 $16.2 Million
Q1 2022

May 12, 2022

BUY
$143.22 - $164.21 $349,743 - $401,000
2,442 Added 2.72%
92,222 $14.1 Million
Q4 2021

Feb 09, 2022

BUY
$138.79 - $164.19 $414,843 - $490,763
2,989 Added 3.44%
89,780 $14.7 Million
Q3 2021

Nov 05, 2021

SELL
$135.24 - $145.68 $970,211 - $1.05 Million
-7,174 Reduced 7.63%
86,791 $12.1 Million
Q2 2021

Aug 05, 2021

SELL
$131.18 - $138.43 $186,537 - $196,847
-1,422 Reduced 1.49%
93,965 $12.7 Million
Q1 2021

May 06, 2021

SELL
$122.15 - $140.16 $852,362 - $978,036
-6,978 Reduced 6.82%
95,387 $12.9 Million
Q4 2020

Feb 01, 2021

BUY
$135.51 - $144.49 $13.9 Million - $14.8 Million
102,365 New
102,365 $14.2 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 $391B
  • 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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