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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

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Franklin Resources
Bank of New York Mellon
Fisher Investments
Goldman Sachs Group
Royal Bank of Canada

View all funds holding Procter & Gamble Company