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