Procter & Gamble Company shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 4.5k | 153.66 |
| 2025-06-30 | $1.5M | 9.6k | 159.32 |
| 2025-03-31 | $1.6M | 9.7k | 170.42 |
| 2024-12-31 | $1.6M | 9.4k | 167.64 |
| 2024-09-30 | $1.6M | 9.1k | 173.20 |
| 2024-06-30 | $1.5M | 9.0k | 164.92 |
| 2024-03-31 | $1.5M | 9.3k | 162.25 |
| 2023-12-31 | $1.3M | 9.1k | 146.53 |
| 2023-09-30 | $1.3M | 8.7k | 145.87 |
| 2023-06-30 | $1.3M | 8.4k | 151.74 |
| 2023-03-31 | $1.3M | 8.7k | 148.69 |
| 2022-12-31 | $1.3M | 8.9k | 151.56 |
| 2022-09-30 | $1.1M | 8.8k | 126.30 |
| 2022-06-30 | $1.3M | 8.7k | 143.81 |
| 2022-03-31 | $1.3M | 8.5k | 152.81 |
| 2021-12-31 | $1.3M | 8.2k | 163.63 |
| 2021-09-30 | $1.2M | 8.3k | 139.79 |
| 2021-06-30 | $1.2M | 8.9k | 134.98 |
| 2021-03-31 | $1.2M | 8.9k | 135.46 |
| 2020-12-31 | $1.3M | 9.6k | 139.17 |
| 2020-09-30 | $1.3M | 9.3k | 138.96 |
| 2020-06-30 | $1.1M | 9.5k | 119.62 |
| 2020-03-31 | $1.1M | 10k | 109.95 |
| 2019-12-31 | $1.3M | 10k | 124.92 |
| 2019-09-30 | $1.3M | 10k | 124.46 |
| 2019-06-30 | $1.2M | 11k | 109.69 |
| 2019-03-31 | $1.1M | 11k | 104.08 |
| 2018-12-31 | $932k | 10k | 91.95 |
| 2018-09-30 | $782k | 9.4k | 83.22 |
| 2018-03-31 | $745k | 9.4k | 79.27 |
| 2017-12-31 | $867k | 9.4k | 91.88 |
More positions owned by Holistic Financial Partners
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