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
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Procter & Gamble Company by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |