Procter & Gamble Company shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 12k | 162.24 |
| 2023-09-30 | $1.8M | 13k | 145.86 |
| 2023-06-30 | $2.0M | 13k | 151.74 |
| 2023-03-31 | $2.0M | 13k | 148.69 |
| 2022-12-31 | $2.1M | 14k | 151.56 |
| 2022-09-30 | $2.8M | 22k | 126.27 |
| 2022-06-30 | $2.1M | 15k | 143.82 |
| 2022-03-31 | $2.2M | 14k | 152.81 |
| 2021-12-31 | $2.3M | 14k | 163.57 |
| 2021-09-30 | $2.5M | 18k | 139.78 |
| 2021-06-30 | $2.4M | 18k | 134.91 |
| 2021-03-31 | $1.7M | 13k | 135.41 |
| 2020-12-31 | $1.8M | 13k | 139.15 |
| 2020-09-30 | $1.8M | 13k | 138.96 |
| 2020-06-30 | $1.3M | 11k | 119.54 |
| 2020-03-31 | $1.2M | 11k | 110.02 |
| 2019-12-31 | $1.4M | 11k | 124.85 |
| 2019-09-30 | $1.4M | 11k | 124.36 |
| 2019-06-30 | $1.2M | 11k | 109.64 |
| 2019-03-31 | $1.2M | 11k | 104.08 |
| 2018-12-31 | $1.1M | 11k | 91.93 |
| 2018-09-30 | $960k | 12k | 83.19 |
| 2018-06-30 | $846k | 11k | 78.03 |
| 2018-03-31 | $891k | 11k | 79.25 |
| 2017-12-31 | $1.0M | 11k | 91.86 |
| 2017-09-30 | $1.0M | 11k | 90.97 |
| 2017-06-30 | $1.0M | 12k | 87.14 |
| 2017-03-31 | $1.0M | 12k | 89.81 |
| 2016-12-31 | $896k | 11k | 84.04 |
| 2016-09-30 | $942k | 11k | 89.74 |
| 2016-06-30 | $876k | 10k | 84.65 |
| 2016-03-31 | $827k | 10k | 82.30 |
| 2015-12-31 | $803k | 10k | 79.43 |
| 2015-09-30 | $750k | 10k | 71.97 |
| 2015-06-30 | $815k | 10k | 78.21 |
| 2015-03-31 | $960k | 12k | 81.90 |
| 2014-12-31 | $986k | 11k | 91.09 |
More positions owned by Summit Financial Strategies
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