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Procter & Gamble Company shares owned by Waterford Advisors

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.3k 173.25
2024-06-30 $242k 1.5k 164.95
2024-03-31 $238k 1.5k 162.28
2023-09-30 $214k 1.5k 145.87

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Community Bank System (CBU)

View all positions for Waterford Advisors

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Bank of New York Mellon
Franklin Resources
Fisher Investments
Goldman Sachs Group
Royal Bank of Canada

View all funds holding Procter & Gamble Company