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 2,307 shares of PG stock, worth $389,583. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,307
Previous 1,980 16.52%
Holding current value
$389,583
Previous $318,000 22.33%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $400B
  • 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
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