Procter & Gamble Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Procter & Gamble Company by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 3.6k | 153.64 |
| 2025-06-30 | $595k | 3.7k | 159.31 |
| 2025-03-31 | $784k | 4.6k | 170.41 |
| 2024-12-31 | $771k | 4.6k | 167.64 |
| 2024-09-30 | $807k | 4.7k | 173.22 |
| 2024-06-30 | $769k | 4.7k | 164.93 |
| 2024-03-31 | $929k | 5.7k | 162.25 |
| 2023-12-31 | $829k | 5.7k | 146.53 |
| 2023-09-30 | $830k | 5.7k | 145.86 |
| 2023-06-30 | $719k | 4.7k | 151.74 |
| 2023-03-31 | $720k | 4.8k | 148.69 |
| 2022-12-31 | $727k | 4.8k | 151.56 |
| 2022-09-30 | $606k | 4.8k | 126.30 |
| 2022-06-30 | $690k | 4.8k | 143.81 |
| 2022-03-31 | $733k | 4.8k | 152.87 |
| 2021-12-31 | $784k | 4.8k | 163.50 |
| 2021-09-30 | $667k | 4.8k | 139.74 |
| 2021-06-30 | $644k | 4.8k | 134.93 |
| 2021-03-31 | $646k | 4.8k | 135.34 |
| 2020-12-31 | $662k | 4.8k | 139.02 |
| 2020-09-30 | $658k | 4.7k | 138.88 |
| 2020-06-30 | $566k | 4.7k | 119.46 |
| 2020-03-31 | $447k | 4.1k | 109.83 |
| 2019-12-31 | $506k | 4.1k | 124.69 |
| 2019-09-30 | $504k | 4.1k | 124.20 |
| 2019-06-30 | $444k | 4.1k | 109.41 |
| 2019-03-31 | $422k | 4.1k | 103.99 |
| 2018-12-31 | $369k | 4.0k | 91.72 |
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