Summit Wealth Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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