Procter & Gamble Company shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 2.0k | 147.41 |
| 2025-06-30 | $373k | 2.3k | 159.31 |
| 2025-03-31 | $591k | 3.5k | 170.41 |
| 2024-12-31 | $605k | 3.6k | 167.65 |
| 2024-09-30 | $496k | 2.9k | 173.21 |
| 2024-06-30 | $392k | 2.4k | 164.94 |
| 2024-03-31 | $333k | 2.1k | 162.28 |
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