Procter & Gamble Company shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 4.4k | 152.25 |
| 2025-06-30 | $572k | 3.6k | 157.05 |
| 2025-03-31 | $481k | 2.9k | 163.73 |
| 2024-12-31 | $448k | 2.8k | 161.38 |
| 2024-09-30 | $397k | 2.4k | 166.95 |
| 2024-06-30 | $389k | 2.3k | 168.62 |
| 2024-03-31 | $318k | 2.0k | 160.61 |
| 2023-12-31 | $309k | 1.9k | 159.03 |
| 2023-09-30 | $326k | 2.2k | 150.93 |
| 2023-06-30 | $310k | 2.0k | 152.41 |
| 2023-03-31 | $253k | 1.7k | 151.23 |
| 2022-12-31 | $225k | 1.5k | 151.52 |