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Procter & Gamble Company shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Procter & Gamble Company by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 12k 162.25
2023-12-31 $1.7M 12k 146.54

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
Geode Capital Management
Wellington Management Company
Bank of America Corporation
Northern Trust
FMR
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
T. Rowe Price Associates
Royal Bank of Canada
Franklin Resources
Ameriprise Financial
Fisher Investments

View all funds holding Procter & Gamble Company