Roberts Foundation’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.7M Sell
211,380
-20,092
-9% -$3.2M 96.53% 1
2025
Q1
$39.4M Buy
231,472
+1,410
+0.6% +$240K 25.44% 2
2024
Q4
$38.6M Buy
+230,062
New +$38.6M 18.47% 2