Core Wealth Management »

Procter & Gamble Company shares owned by Core Wealth Management

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

Historical chart of Core Wealth Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Procter & Gamble Company by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 1.4k 162.25
2023-06-30 $305k 2.0k 151.74
2023-03-31 $298k 2.0k 148.69
2022-12-31 $304k 2.0k 151.56

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Nextera Energy (NEE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Core 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