Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Procter & Gamble Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 35k 162.25
2023-09-30 $5.4M 37k 145.86
2023-06-30 $5.8M 38k 151.74
2023-03-31 $2.4M 16k 148.69
2022-12-31 $2.6M 18k 151.56
2022-09-30 $2.2M 18k 126.24
2022-06-30 $2.7M 19k 143.81
2022-03-31 $2.2M 14k 152.78
2021-12-31 $1.8M 11k 163.59
2021-09-30 $1.6M 11k 139.67
2021-06-30 $1.3M 9.5k 134.77
2021-03-31 $1.2M 9.1k 135.35
2020-12-31 $1.3M 9.1k 139.11
2020-09-30 $1.2M 8.4k 138.95
2020-06-30 $636k 5.3k 119.64
2020-03-31 $516k 4.7k 109.95
2019-12-31 $603k 19k 32.58
2019-09-30 $464k 3.7k 124.43
2019-06-30 $358k 3.3k 109.68
2019-03-31 $334k 3.2k 103.92
2018-12-31 $295k 3.2k 91.90
2018-09-30 $267k 3.2k 83.23
2018-06-30 $249k 3.2k 78.20
2018-03-31 $252k 3.2k 79.27
2017-12-31 $303k 3.3k 91.82
2017-09-30 $230k 2.5k 90.98
2017-06-30 $213k 2.4k 87.19
2017-03-31 $229k 2.5k 89.87

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Procter & Gamble Company

Vanguard Group
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Royal Bank of Canada
Wells Fargo & Company
Charles Schwab Investment Management
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Ubs Global Asset Management Americas
Fisher Investments

View all funds holding Procter & Gamble Company