Procter & Gamble Company shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Martel Wealth 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 Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 1.5k | 168.88 |
| 2024-06-30 | $249k | 1.5k | 164.92 |
| 2024-03-31 | $265k | 1.6k | 162.25 |
| 2023-12-31 | $239k | 1.6k | 146.54 |
| 2023-09-30 | $238k | 1.6k | 145.86 |
| 2023-06-30 | $247k | 1.6k | 151.74 |
| 2023-03-31 | $242k | 1.6k | 148.69 |
| 2022-12-31 | $247k | 1.6k | 151.56 |
| 2022-09-30 | $221k | 1.4k | 154.79 |
| 2022-06-30 | $221k | 1.4k | 154.79 |
| 2022-03-31 | $205k | 1.4k | 143.22 |
| 2021-12-31 | $233k | 1.4k | 162.84 |