A detailed history of Icon Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 27,233 shares of PG stock, worth $4.55 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
27,233
Previous 28,618 4.84%
Holding current value
$4.55 Million
Previous $4.64 Million 3.27%
% of portfolio
0.39%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$155.33 - $168.56 $215,132 - $233,455
-1,385 Reduced 4.84%
27,233 $4.49 Million
Q1 2024

May 15, 2024

SELL
$147.42 - $162.61 $309,139 - $340,993
-2,097 Reduced 6.83%
28,618 $4.64 Million
Q4 2023

Feb 14, 2024

SELL
$143.0 - $153.52 $2.24 Million - $2.41 Million
-15,673 Reduced 33.79%
30,715 $4.5 Million
Q4 2022

Feb 14, 2023

BUY
$123.76 - $153.95 $38,489 - $47,878
311 Added 0.67%
46,388 $7.03 Million
Q3 2022

Jan 25, 2023

BUY
$126.25 - $149.93 $5.82 Million - $6.91 Million
46,077 New
46,077 $5.82 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 $396B
  • 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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.