Ownership history in Wealthquest Corp · 30 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in PROCTER & GAMBLE CO (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 186,823 | +13,480 | +7.8% | 2.02% | $26.8M | $142.30 |
| 2025 Q3 | REDUCED | 173,343 | -1,058 | -0.6% | 2.12% | $26.6M | $151.51 |
| 2025 Q2 | REDUCED | 174,401 | -2,612 | -1.5% | 2.19% | $27.8M | $156.03 |
| 2024 Q4 | ADDED | 177,013 | +2,904 | +1.7% | 2.41% | $29.7M | $162.18 |
As of 2025 Q4 — sorted by position size