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Procter & Gamble Company shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Procter & Gamble Company by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $607k 3.7k 162.24
2023-12-31 $565k 3.9k 146.54
2023-09-30 $567k 3.9k 145.86
2023-06-30 $589k 3.9k 151.75

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Wellington Management Company
Bank of America Corporation
Northern Trust
FMR
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
T. Rowe Price Associates
Royal Bank of Canada
Franklin Resources
Ameriprise Financial

View all funds holding Procter & Gamble Company