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

Rooted Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$572K	Buy
2025 Q1	$481K	Buy
2024 Q4	$448K	Buy
2024 Q3	$397K	Buy
2024 Q2	$389K	Buy
2024 Q1	$318K	Buy
2023 Q4	$309K	Sell
2023 Q3	$326K	Buy
2023 Q2	$310K	Buy
2023 Q1	$253K	Buy
2022 Q4	$225K	Buy