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
Download as csv
Download as Excel
Quarterly reported holdings in Procter & Gamble Company by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 8.9k | 153.66 |
| 2025-06-30 | $1.6M | 9.8k | 159.33 |
| 2025-03-31 | $338k | 2.0k | 170.42 |
| 2024-12-31 | $332k | 2.0k | 167.62 |
| 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 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management