Procter & Gamble Company shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 1.8k | 153.65 |
| 2025-06-30 | $291k | 1.8k | 159.32 |
| 2025-03-31 | $311k | 1.8k | 170.42 |
| 2024-12-31 | $306k | 1.8k | 167.65 |
| 2024-09-30 | $316k | 1.8k | 173.20 |
| 2024-06-30 | $301k | 1.8k | 164.92 |
| 2024-03-31 | $296k | 1.8k | 162.25 |
| 2023-12-31 | $286k | 1.9k | 146.54 |
| 2023-09-30 | $299k | 2.0k | 145.86 |