Procter & Gamble Company shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $142k | 878 | 162.20 |
| 2023-12-31 | $59k | 391 | 151.56 |
| 2023-09-30 | $127k | 873 | 145.87 |
| 2023-06-30 | $106k | 697 | 151.68 |
| 2023-03-31 | $126k | 848 | 148.76 |
| 2022-12-31 | $59k | 391 | 151.56 |
| 2022-09-30 | $10k | 80 | 126.25 |
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