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Procter & Gamble Company shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Procter & Gamble Company by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 1.7k 173.25
2023-09-30 $705k 4.8k 145.95
2023-06-30 $85k 561 151.74
2023-03-31 $173k 1.2k 148.69
2022-12-31 $910k 6.5k 140.01
2022-09-30 $882k 5.9k 149.73
2022-03-31 $1.2M 7.6k 161.11