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Procter & Gamble Company shares owned by Root Financial Partners

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $752k 4.9k 153.64
2025-06-30 $639k 4.0k 159.31
2025-03-31 $462k 2.7k 170.44
2024-12-31 $435k 2.6k 167.64
2024-09-30 $578k 3.3k 173.19
2024-03-31 $204k 1.3k 162.25