Concord Wealth Partners »

Procter & Gamble Company shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Procter & Gamble Company by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 25k 162.25
2023-12-31 $3.1M 22k 146.54
2023-09-30 $2.5M 18k 145.86
2023-06-30 $2.5M 16k 151.74
2023-03-31 $1.7M 11k 148.69
2022-12-31 $1.3M 8.5k 151.56
2022-09-30 $1.5M 12k 126.28
2022-06-30 $1.8M 12k 143.80
2022-03-31 $1.9M 12k 152.81
2021-12-31 $2.0M 12k 163.59
2021-09-30 $654k 4.7k 139.80
2021-06-30 $1.2M 8.8k 134.87
2021-03-31 $1.1M 7.8k 135.38
2020-12-31 $568k 4.1k 139.22