Procter & Gamble Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Procter & Gamble Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 31k | 153.65 |
| 2025-06-30 | $5.0M | 32k | 159.32 |
| 2025-03-31 | $5.5M | 32k | 170.42 |
| 2024-12-31 | $5.2M | 31k | 166.23 |
| 2024-09-30 | $5.8M | 33k | 173.55 |
| 2024-06-30 | $5.5M | 33k | 164.92 |
| 2024-03-31 | $5.7M | 35k | 162.25 |
| 2023-09-30 | $5.1M | 35k | 145.86 |
| 2023-06-30 | $5.5M | 35k | 156.25 |
| 2023-03-31 | $5.4M | 36k | 151.77 |
| 2022-12-31 | $5.3M | 37k | 142.17 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors