Procter & Gamble Company shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Procter & Gamble Company by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.6k | 153.64 |
| 2025-06-30 | $1.2M | 7.6k | 159.31 |
| 2025-03-31 | $1.3M | 7.4k | 170.36 |
| 2024-12-31 | $1.1M | 6.7k | 167.69 |
| 2024-09-30 | $1.2M | 6.7k | 173.22 |
| 2024-06-30 | $1.1M | 6.7k | 164.85 |
| 2023-06-30 | $1.1M | 7.3k | 151.81 |
| 2023-03-31 | $7.0k | 1.1M | 0.01 |
| 2021-09-30 | $1.0M | 7.4k | 139.80 |
| 2020-12-31 | $1.0M | 7.3k | 139.09 |
| 2020-09-30 | $1.0M | 7.3k | 138.95 |
| 2020-06-30 | $870k | 7.3k | 119.57 |
| 2020-03-31 | $787k | 7.2k | 109.98 |
| 2019-12-31 | $894k | 7.2k | 124.93 |