A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 11,449 shares of PG stock, worth $1.93 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
11,449
Previous 11,536 0.75%
Holding current value
$1.93 Million
Previous $1.9 Million 4.21%
% of portfolio
0.51%
Previous 0.52%

Shares

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

Nov 08, 2024

SELL
$160.76 - $177.82 $13,986 - $15,470
-87 Reduced 0.75%
11,449 $1.98 Million
Q2 2024

Aug 02, 2024

SELL
$155.33 - $168.56 $35,881 - $38,937
-231 Reduced 1.96%
11,536 $1.9 Million
Q1 2024

May 03, 2024

BUY
$147.42 - $162.61 $4,127 - $4,553
28 Added 0.24%
11,767 $1.91 Million
Q4 2023

Feb 02, 2024

SELL
$143.0 - $153.52 $13,299 - $14,277
-93 Reduced 0.79%
11,739 $1.72 Million
Q3 2023

Nov 03, 2023

SELL
$145.86 - $157.09 $74,096 - $79,801
-508 Reduced 4.12%
11,832 $1.73 Million
Q2 2023

Aug 11, 2023

BUY
$142.5 - $156.57 $44,745 - $49,162
314 Added 2.61%
12,340 $1.87 Million
Q1 2023

Apr 27, 2023

BUY
$136.57 - $153.91 $292,532 - $329,675
2,142 Added 21.67%
12,026 $1.79 Million
Q4 2022

Feb 08, 2023

BUY
$123.76 - $153.95 $20,915 - $26,017
169 Added 1.74%
9,884 $1.5 Million
Q3 2022

Nov 04, 2022

SELL
$126.25 - $149.93 $24,113 - $28,636
-191 Reduced 1.93%
9,715 $1.23 Million
Q2 2022

Aug 09, 2022

SELL
$132.36 - $163.65 $25,677 - $31,748
-194 Reduced 1.92%
9,906 $1.42 Million
Q1 2022

May 11, 2022

SELL
$143.22 - $164.21 $21,483 - $24,631
-150 Reduced 1.46%
10,100 $1.54 Million
Q4 2021

Feb 08, 2022

SELL
$138.79 - $164.19 $28,868 - $34,151
-208 Reduced 1.99%
10,250 $1.68 Million
Q3 2021

Oct 21, 2021

SELL
$135.24 - $145.68 $27,318 - $29,427
-202 Reduced 1.89%
10,458 $1.46 Million
Q2 2021

Jul 28, 2021

BUY
$131.18 - $138.43 $4,460 - $4,706
34 Added 0.32%
10,660 $1.44 Million
Q1 2021

May 07, 2021

BUY
$122.15 - $140.16 $30,048 - $34,479
246 Added 2.37%
10,626 $1.44 Million
Q4 2020

Feb 12, 2021

BUY
$135.51 - $144.49 $8,537 - $9,102
63 Added 0.61%
10,380 $1.44 Million
Q3 2020

Nov 03, 2020

BUY
$119.98 - $140.51 $27,235 - $31,895
227 Added 2.25%
10,317 $1.43 Million
Q4 2019

Jan 09, 2020

BUY
$116.63 - $126.09 $49,101 - $53,083
421 Added 4.35%
10,090 $1.26 Million
Q3 2019

Nov 15, 2019

BUY
$110.49 - $124.57 $13,700 - $15,446
124 Added 1.3%
9,669 $1.2 Million
Q1 2019

Nov 15, 2019

SELL
$90.44 - $104.05 $221,125 - $254,402
-2,445 Reduced 20.39%
9,545 $993,000
Q4 2018

Nov 15, 2019

BUY
$78.87 - $96.64 $945,651 - $1.16 Million
11,990 New
11,990 $1.1 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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