Procter & Gamble Company shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $893k | 5.8k | 153.65 |
| 2025-06-30 | $926k | 5.8k | 159.32 |
| 2025-03-31 | $658k | 3.9k | 170.42 |
| 2024-12-31 | $744k | 4.4k | 167.65 |
| 2024-09-30 | $760k | 4.4k | 173.20 |
| 2024-06-30 | $723k | 4.4k | 164.92 |
| 2024-03-31 | $638k | 3.9k | 162.25 |
| 2023-12-31 | $657k | 4.5k | 146.54 |
| 2023-09-30 | $389k | 2.7k | 145.86 |
| 2023-06-30 | $431k | 2.8k | 151.72 |
| 2023-03-31 | $423k | 2.8k | 148.67 |
| 2022-12-31 | $603k | 4.0k | 151.54 |
| 2022-09-30 | $466k | 3.7k | 126.25 |
| 2022-06-30 | $628k | 4.4k | 143.74 |
| 2022-03-31 | $648k | 4.2k | 152.87 |
| 2021-12-31 | $675k | 4.1k | 163.68 |
| 2021-09-30 | $571k | 4.1k | 139.88 |
| 2021-06-30 | $581k | 4.3k | 134.90 |
| 2021-03-31 | $516k | 3.8k | 135.33 |
| 2020-12-31 | $540k | 3.9k | 139.03 |
| 2020-09-30 | $437k | 3.1k | 139.13 |
| 2020-06-30 | $335k | 2.8k | 119.73 |
| 2020-03-31 | $305k | 2.8k | 110.11 |
| 2019-12-31 | $345k | 2.8k | 124.86 |
| 2019-09-30 | $343k | 2.8k | 124.32 |
| 2019-06-30 | $307k | 2.8k | 109.49 |
| 2019-03-31 | $375k | 3.6k | 104.05 |
| 2018-12-31 | $386k | 4.2k | 92.04 |
| 2018-09-30 | $352k | 4.2k | 83.33 |
| 2018-06-30 | $330k | 4.2k | 78.12 |
| 2018-03-31 | $246k | 3.1k | 79.13 |
| 2017-12-31 | $250k | 2.7k | 91.78 |
| 2017-09-30 | $271k | 3.0k | 91.09 |
| 2017-06-30 | $268k | 3.1k | 87.15 |
| 2017-03-31 | $285k | 3.2k | 89.76 |
| 2016-12-31 | $1.0M | 12k | 84.09 |