Please Help: Summarizing 4 Tabs into One Sheet for Ownership %, Investor Name, Quarter Info, Entity

ExcelSmart 

I agree with Abiola1 and, in fact, have implemented his idea here, resulting in the Pivot Table shown below which, I think, shows the data you want. I also want to make some follow-up comments having to do with how you get the data in the first place, and why Abiola1's suggestion is so very much on target.

First, though, here's how a Pivot Table can display the reorganized data (I changed your two corp names to ABC and DEF just for the sake of clarity; the data is otherwise as you had it):

And I hasten to add, this is the raw PivotTable; it's possible to reformat it so as to eliminate the redundant Total columns, for one thing. But I wasn't going for perfectly pretty; just showing how Excel can summarize data for you.

So why put all your data into one sheet? Why was that Abiola1's right-off-the-bat recommendation?

One of the fundamental principles behind good Excel design is to use tables of data whenever possible. Excel has wonderful tools to analyze data. Our problem as human beings is that we often start to impose the analysis--i.e., the breaking apart into manageable chunks--at the input end of things, and then look for ways to summarize. That's sort of what you'd done here, having separate tabs for each quarter's ownership stats. No need for that, though, if you just add a column to the single table approach.

Excel (good database design, actually) would say to us "Rethink how you store and define the needed data, so that it can be all assembled into one table if at all possible." There are all kinds of reasons for this, and of course there are exceptions as well; but let's leave those for an advanced conversation.

Once you have all your data in a single database, it's easy for Excel to break it apart in summary ways. The :Pivot Table is one, and a very useful one. There are others.

Some questions for you: given that this displays records of ownership percentages, are the actual dollar figures of total capitalization constant, or are new shares being issued along the way, such that $100,000 of ownership might be 10% one quarter, stay constant, but be only 5% the next? Would it be better to store raw data on dollars of investment and do the calculations of percentage on the fly?

[I have no idea of the appropriate answers here, truly; just asking what the underlying reality is, how "reliable over time" the percentages are, and so forth. In short, this spreadsheet, reorganized as Abiola1 suggested, is a good demonstration of how Pivot Tables could display for you the kind of summary of your data that you wanted. But it may or may not be dealing with the underlying data in the most robust way--so I'm basically just asking a "big picture" question, recognizing you are closer to it and may have thought all this through.... 

The quarterly percentages themselves are a summary of a bunch of transactions, to put it another way: might it make sense to create a database that records all those basic transactions and then create the summary of ownership percentages from those more "raw" records?