A detailed history of Cyndeo Wealth Partners, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 53,428 shares of PG stock, worth $9.03 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
53,428
Previous 51,935 2.87%
Holding current value
$9.03 Million
Previous $8.57 Million 7.99%
% of portfolio
0.66%
Previous 0.68%

Shares

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

Oct 18, 2024

BUY
$160.76 - $177.82 $240,014 - $265,485
1,493 Added 2.87%
53,428 $9.25 Million
Q2 2024

Jul 30, 2024

BUY
$155.33 - $168.56 $495,502 - $537,706
3,190 Added 6.54%
51,935 $8.57 Million
Q1 2024

Apr 16, 2024

SELL
$147.42 - $162.61 $2.38 Million - $2.62 Million
-16,124 Reduced 24.86%
48,745 $7.91 Million
Q4 2023

Jan 12, 2024

BUY
$143.0 - $153.52 $2.32 Million - $2.5 Million
16,255 Added 33.44%
64,869 $9.51 Million
Q3 2023

Oct 10, 2023

SELL
$145.86 - $157.09 $111,145 - $119,702
-762 Reduced 1.54%
48,614 $7.09 Million
Q2 2023

Jul 27, 2023

BUY
$142.5 - $156.57 $215,317 - $236,577
1,511 Added 3.16%
49,376 $7.49 Million
Q1 2023

Apr 21, 2023

BUY
$136.57 - $153.91 $1.5 Million - $1.69 Million
10,991 Added 29.81%
47,865 $7.12 Million
Q4 2022

Jan 25, 2023

BUY
$123.76 - $153.95 $4.56 Million - $5.68 Million
36,874 New
36,874 $0

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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.