Rooted Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Buy	4,721 +225	+5%	+$34.1K	0.18%	79
2025 Q4	$705K	Buy	4,496 +83	+2%	+$12.2K	0.2%	76
2025 Q3	$672K	Buy	4,413 +772	+21%	+$121K	0.2%	68
2025 Q2	$572K	Buy	3,641 +705	+24%	+$115K	0.2%	61
2025 Q1	$481K	Buy	2,936 +160	+6%	+$26.8K	0.21%	59
2024 Q4	$448K	Buy	2,776 +398	+17%	+$67.8K	0.18%	63
2024 Q3	$397K	Buy	2,378 +71	+3%	+$12.1K	0.18%	63
2024 Q2	$389K	Buy	2,307 +327	+17%	+$53.5K	0.17%	62
2024 Q1	$318K	Buy	1,980 +37	+2%	+$5.8K	0.16%	62
2023 Q4	$309K	Sell	1,943 -217	-10%	-$32.1K	0.16%	63
2023 Q3	$326K	Buy	2,160 +126	+6%	+$19.2K	0.2%	57
2023 Q2	$310K	Buy	2,034 +361	+22%	+$54.4K	0.21%	58
2023 Q1	$253K	Buy	1,673 +188	+13%	+$26.9K	0.19%	66
2022 Q4	$225K	Buy	+1,485	New	+$208K	0.19%	64