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Procter & Gamble Company shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $292k 1.8k 164.92
2024-03-31 $281k 1.7k 162.25
2023-12-31 $202k 1.4k 146.54
2022-06-30 $215k 1.5k 144.01
2021-09-30 $211k 1.5k 139.92
2020-09-30 $282k 2.0k 138.57
2020-06-30 $211k 1.7k 122.67
2020-03-31 $216k 1.8k 117.58
2019-12-31 $256k 2.0k 125.61
2019-09-30 $251k 2.1k 121.02
2019-06-30 $227k 2.1k 109.45
2018-09-30 $239k 3.0k 80.12
2017-12-31 $241k 2.6k 91.81
2017-09-30 $604k 6.6k 90.92
2017-06-30 $1.1M 12k 87.11
2017-03-31 $909k 10k 89.89
2016-12-31 $868k 10k 84.12
2016-09-30 $1.0M 12k 89.76
2016-06-30 $1.0M 12k 84.65
2016-03-31 $1.1M 13k 82.31
2015-12-31 $1.0M 13k 79.42
2015-09-30 $180k 2.5k 71.57
2015-06-30 $143k 1.8k 77.72
2015-03-31 $147k 1.8k 79.89
2014-12-31 $195k 2.1k 91.12