Procter & Gamble Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $673k | 4.4k | 153.66 |
| 2025-06-30 | $703k | 4.4k | 159.33 |
| 2025-03-31 | $758k | 4.4k | 170.43 |
| 2024-12-31 | $746k | 4.5k | 167.66 |
| 2024-09-30 | $763k | 4.4k | 173.58 |
| 2024-06-30 | $733k | 4.4k | 166.93 |
| 2024-03-31 | $666k | 4.3k | 155.94 |
| 2023-12-31 | $671k | 4.5k | 147.85 |
| 2023-09-30 | $650k | 4.5k | 143.37 |
| 2023-06-30 | $692k | 4.5k | 152.49 |
| 2023-03-31 | $448k | 3.0k | 151.26 |
| 2022-12-31 | $420k | 3.0k | 141.81 |
| 2022-09-30 | $379k | 2.9k | 129.09 |
| 2022-06-30 | $423k | 3.0k | 142.81 |
| 2022-03-31 | $460k | 2.9k | 157.37 |
| 2021-12-31 | $458k | 2.8k | 162.70 |
| 2021-09-30 | $398k | 2.8k | 144.52 |
| 2021-06-30 | $374k | 2.7k | 137.96 |
| 2021-03-31 | $373k | 2.7k | 136.33 |
| 2020-12-31 | $354k | 2.7k | 129.39 |
| 2020-09-30 | $395k | 2.9k | 138.45 |
| 2020-06-30 | $383k | 2.9k | 134.29 |
| 2020-03-31 | $337k | 2.8k | 119.29 |
| 2019-12-31 | $353k | 2.8k | 125.00 |
| 2019-09-30 | $342k | 2.8k | 120.55 |