Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in PROCTER AND GAMBLE COMPANY (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,746 | -15 | -0.1% | 0.44% | $1.5M | $142.30 |
| 2025 Q3 | UNCHANGED | 10,761 | — | 0% | 0.48% | $1.7M | $151.51 |
| 2025 Q2 | UNCHANGED | 10,761 | — | 0% | 0.53% | $1.7M | $156.03 |
| 2025 Q1 | ADDED | 10,761 | +29 | +0.3% | 0.61% | $1.8M | $165.87 |
| 2024 Q4 | ADDED | 10,732 | +8 | +0.1% | 0.60% | $1.8M | $162.18 |
| 2024 Q3 | ADDED | 10,724 | +14 | +0.1% | 0.62% | $1.9M | $166.57 |
| 2024 Q2 | REDUCED | 10,710 | -54 | -0.5% | 0.63% | $1.8M | $157.66 |
| 2024 Q1 | ADDED | 10,764 | +14 | +0.1% | 0.63% | $1.7M | $154.11 |
| 2023 Q4 | ADDED | 10,750 | +90 | +0.8% | 0.61% | $1.6M | $138.32 |
| 2023 Q3 | ADDED | 10,660 | +14 | +0.1% | 0.67% | $1.6M | $136.81 |
As of 2025 Q4 — sorted by position size