Root Financial Partners’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 | $639K | Buy |
4,010
+1,302
| +48% | +$207K | 0.06% | 101 |
|
|
2025
Q1 | $462K | Buy |
2,708
+116
| +4% | +$19.8K | 0.05% | 120 |
|
|
2024
Q4 | $435K | Sell |
2,592
-748
| -22% | -$125K | 0.05% | 125 |
|
|
2024
Q3 | $578K | Buy |
+3,340
| New | +$578K | 0.09% | 83 |
|
|
2024
Q2 | – | Sell |
-1,260
| Closed | -$204K | – | 116 |
|
|
2024
Q1 | $204K | Buy |
+1,260
| New | +$204K | 0.06% | 93 |
|