Procter & Gamble Company shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 2.2k | 153.62 |
| 2025-06-30 | $351k | 2.2k | 159.29 |
| 2025-03-31 | $359k | 2.1k | 170.39 |
| 2024-12-31 | $354k | 2.1k | 167.62 |
| 2024-09-30 | $365k | 2.1k | 173.17 |
| 2024-06-30 | $430k | 2.6k | 164.94 |
| 2024-03-31 | $437k | 2.7k | 162.26 |
| 2023-12-31 | $464k | 3.2k | 146.54 |
| 2023-09-30 | $457k | 3.1k | 145.85 |
| 2023-06-30 | $475k | 3.1k | 151.76 |
| 2023-03-31 | $465k | 3.1k | 148.71 |
| 2022-12-31 | $425k | 2.8k | 151.56 |
| 2022-09-30 | $352k | 2.8k | 126.16 |
| 2022-06-30 | $401k | 2.8k | 143.83 |
| 2022-03-31 | $357k | 2.3k | 152.89 |
| 2021-12-31 | $202k | 1.2k | 163.30 |
| 2021-09-30 | $202k | 1.4k | 139.99 |
| 2020-12-31 | $2.4M | 17k | 139.16 |
| 2020-09-30 | $2.4M | 18k | 139.00 |
| 2020-06-30 | $2.1M | 18k | 119.58 |
| 2020-03-31 | $2.0M | 18k | 110.01 |
| 2019-12-31 | $2.2M | 18k | 124.88 |
| 2019-09-30 | $2.2M | 18k | 124.41 |
| 2019-06-30 | $2.0M | 18k | 109.67 |
| 2019-03-31 | $2.1M | 20k | 104.06 |
| 2018-12-31 | $1.8M | 20k | 91.91 |
More positions owned by Summit Wealth & Retirement Planning
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