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
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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 |
|---|---|---|---|
| 2024-12-31 | $5.7M | 34k | 167.65 |
| 2024-09-30 | $5.6M | 33k | 173.20 |
| 2024-06-30 | $5.5M | 34k | 164.92 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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