Procter & Gamble Company shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 30k | 153.65 |
| 2025-06-30 | $6.3M | 39k | 159.32 |
| 2025-03-31 | $5.7M | 33k | 170.42 |
| 2024-12-31 | $7.9M | 47k | 167.65 |
| 2024-09-30 | $8.0M | 46k | 173.20 |
| 2024-06-30 | $5.3M | 32k | 164.92 |
| 2024-03-31 | $4.8M | 29k | 162.25 |
| 2023-12-31 | $3.2M | 22k | 146.54 |
| 2023-09-30 | $2.9M | 20k | 145.86 |
| 2023-06-30 | $3.4M | 22k | 151.74 |
| 2023-03-31 | $3.0M | 20k | 148.69 |
| 2022-12-31 | $2.4M | 16k | 151.56 |
| 2022-09-30 | $2.2M | 17k | 126.25 |
| 2022-06-30 | $2.5M | 18k | 143.79 |
| 2022-03-31 | $2.7M | 18k | 152.79 |
| 2021-12-31 | $3.1M | 19k | 163.60 |
| 2021-09-30 | $2.6M | 19k | 139.78 |
| 2021-06-30 | $2.5M | 19k | 134.91 |
| 2021-03-31 | $2.5M | 19k | 135.45 |
| 2020-12-31 | $2.6M | 19k | 139.15 |
| 2020-09-30 | $2.7M | 19k | 139.00 |
| 2020-06-30 | $2.3M | 20k | 119.58 |
| 2019-12-31 | $2.3M | 19k | 124.87 |
| 2019-09-30 | $2.3M | 18k | 124.40 |
| 2019-06-30 | $1.2M | 11k | 109.66 |
| 2019-03-31 | $1.3M | 13k | 104.02 |
| 2018-12-31 | $1.3M | 14k | 91.90 |
| 2018-09-30 | $1.0M | 13k | 83.26 |
| 2018-06-30 | $979k | 13k | 78.08 |
| 2018-03-31 | $942k | 12k | 79.31 |
| 2017-12-31 | $1.1M | 12k | 91.84 |
| 2017-09-30 | $1.8M | 19k | 90.97 |
| 2017-06-30 | $1.7M | 20k | 87.13 |
| 2017-03-31 | $1.8M | 20k | 89.85 |
| 2016-12-31 | $1.6M | 19k | 84.07 |
| 2016-09-30 | $1.5M | 17k | 89.74 |
| 2016-06-30 | $1.1M | 13k | 84.70 |
| 2016-03-31 | $850k | 10k | 82.30 |
| 2015-06-30 | $584k | 7.5k | 78.24 |
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