Procter & Gamble Company shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $446k | 2.7k | 164.93 |
| 2024-03-31 | $561k | 3.5k | 162.23 |
| 2023-12-31 | $506k | 3.5k | 146.55 |
| 2023-09-30 | $503k | 3.4k | 145.85 |
| 2023-06-30 | $613k | 4.0k | 151.75 |
| 2023-03-31 | $600k | 4.0k | 148.70 |
| 2022-12-31 | $637k | 4.2k | 151.55 |
| 2022-09-30 | $529k | 4.2k | 126.26 |
| 2022-06-30 | $575k | 4.0k | 143.81 |
| 2022-03-31 | $610k | 4.0k | 152.81 |
| 2021-12-31 | $676k | 4.1k | 163.58 |
| 2021-09-30 | $560k | 4.0k | 139.80 |
| 2021-06-30 | $618k | 4.6k | 134.92 |
| 2021-03-31 | $633k | 4.7k | 135.44 |
| 2020-12-31 | $650k | 4.7k | 139.14 |
| 2020-09-30 | $649k | 4.7k | 139.00 |
| 2020-06-30 | $389k | 3.3k | 119.55 |
| 2020-03-31 | $346k | 3.1k | 110.00 |
| 2019-12-31 | $392k | 3.1k | 124.90 |