A detailed history of Rooted Wealth Advisors, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,378 shares of PG stock, worth $410,799. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,378
Previous 2,307 3.08%
Holding current value
$410,799
Previous $389,000 2.06%
% of portfolio
0.18%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$160.76 - $177.82 $11,413 - $12,625
71 Added 3.08%
2,378 $397,000
Q2 2024

Jul 25, 2024

BUY
$155.33 - $168.56 $50,792 - $55,119
327 Added 16.52%
2,307 $389,000
Q1 2024

Apr 17, 2024

BUY
$147.42 - $162.61 $5,454 - $6,016
37 Added 1.9%
1,980 $318,000
Q4 2023

Feb 07, 2024

SELL
$143.0 - $153.52 $31,031 - $33,313
-217 Reduced 10.05%
1,943 $309,000
Q3 2023

Nov 21, 2023

BUY
$145.86 - $157.09 $18,378 - $19,793
126 Added 6.19%
2,160 $326,000
Q2 2023

Aug 03, 2023

BUY
$142.5 - $156.57 $51,442 - $56,521
361 Added 21.58%
2,034 $310,000
Q1 2023

Apr 26, 2023

BUY
$136.57 - $153.91 $25,675 - $28,935
188 Added 12.66%
1,673 $253,000
Q4 2022

Feb 13, 2023

BUY
$123.76 - $153.95 $183,783 - $228,615
1,485 New
1,485 $225,000

Others Institutions Holding PG

About PROCTER & GAMBLE Co


  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $409B
  • Description
  • The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Panten...
More about PG
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.