Heritage Wealth Advisors Procter & Gamble CO Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Procter & Gamble CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 11,228 shares of PG stock, worth $1.98 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,228
Previous 9,990 12.39%
Holding current value
$1.98 Million
Previous $1.65 Million 17.97%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$160.76 - $177.82 $199,020 - $220,141
1,238 Added 12.39%
11,228 $1.94 Million
Q2 2024

Aug 05, 2024
SELL
$155.33 - $168.56 $28.8 Million - $31.3 Million
-185,585 Reduced 94.89%
9,990 $1.65 Million
Q1 2024

May 08, 2024
BUY
$147.42 - $162.61 $27.2 Million - $30 Million
184,596 Added 1681.36%
195,575 $31.7 Million
Q4 2023

Feb 09, 2024
SELL
$143.0 - $153.52 $106,821 - $114,679
-747 Reduced 6.37%
10,979 $1.61 Million
Q3 2023

Nov 08, 2023
SELL
$145.86 - $157.09 $150,965 - $162,588
-1,035 Reduced 8.11%
11,726 $1.71 Million
Q2 2023

Aug 09, 2023
SELL
$142.5 - $156.57 $8,550 - $9,394
-60 Reduced 0.47%
12,761 $1.94 Million
Q1 2023

May 04, 2023
BUY
$136.57 - $153.91 $40,288 - $45,403
295 Added 2.36%
12,821 $1.91 Million
Q4 2022

Feb 06, 2023
SELL
$123.76 - $153.95 $29,578 - $36,794
-239 Reduced 1.87%
12,526 $1.9 Million
Q3 2022

Nov 10, 2022
SELL
$126.25 - $149.93 $36,865 - $43,779
-292 Reduced 2.24%
12,765 $1.61 Million
Q2 2022

Aug 04, 2022
BUY
$132.36 - $163.65 $267,234 - $330,409
2,019 Added 18.29%
13,057 $1.88 Million
Q1 2022

May 11, 2022
BUY
$143.22 - $164.21 $18,905 - $21,675
132 Added 1.21%
11,038 $1.69 Million
Q4 2021

Feb 02, 2022
BUY
$138.79 - $164.19 $261,341 - $309,169
1,883 Added 20.87%
10,906 $1.78 Million
Q3 2021

Nov 02, 2021
SELL
$135.24 - $145.68 $29,211 - $31,466
-216 Reduced 2.34%
9,023 $1.26 Million
Q2 2021

Aug 09, 2021
BUY
$131.18 - $138.43 $10,232 - $10,797
78 Added 0.85%
9,239 $1.25 Million
Q2 2021

Jul 27, 2021
BUY
$131.18 - $138.43 $28,859 - $30,454
220 Added 2.46%
9,161 $1.28 Million
Q1 2021

Apr 27, 2021
SELL
$122.15 - $140.16 $26,873 - $30,835
-220 Reduced 2.4%
8,941 $1.21 Million
Q4 2020

Feb 01, 2021
BUY
$135.51 - $144.49 $7,588 - $8,091
56 Added 0.62%
9,161 $1.28 Million
Q3 2020

Nov 03, 2020
BUY
$119.98 - $140.51 $11,278 - $13,207
94 Added 1.04%
9,105 $1.27 Million
Q2 2020

Jul 17, 2020
BUY
$109.33 - $124.69 $952,482 - $1.09 Million
8,712 Added 2913.71%
9,011 $1.08 Million
Q2 2020

Jul 17, 2020
SELL
$109.33 - $124.69 $958,824 - $1.09 Million
-8,770 Reduced 96.7%
299 $1.08 Million
Q1 2020

May 05, 2020
BUY
$97.7 - $127.14 $261,152 - $339,845
2,673 Added 41.79%
9,069 $997,000
Q4 2019

Feb 04, 2020
BUY
$116.63 - $126.09 $25,308 - $27,361
217 Added 3.51%
6,396 $798,000
Q3 2019

Oct 30, 2019
SELL
$110.49 - $124.57 $76,569 - $86,327
-693 Reduced 10.08%
6,179 $768,000
Q2 2019

Aug 05, 2019
BUY
$102.91 - $112.33 $265,301 - $289,586
2,578 Added 60.04%
6,872 $0
Q1 2019

May 06, 2019
SELL
$90.44 - $104.05 $11,847 - $13,630
-131 Reduced 2.96%
4,294 $0
Q4 2018

Jan 28, 2019
SELL
$78.87 - $96.64 $3,470 - $4,252
-44 Reduced 0.98%
4,425 $406,000
Q3 2018

Nov 14, 2018
BUY
$77.86 - $85.82 $7,786 - $8,582
100 Added 2.29%
4,469 $371,000
Q1 2018

May 10, 2018
SELL
$75.91 - $91.89 $7,591 - $9,189
-100 Reduced 2.24%
4,369 $345,000
Q4 2017

Feb 02, 2018
BUY
$86.05 - $93.14 $8,605 - $9,314
100 Added 2.29%
4,469 $410,000
Q3 2017

Nov 07, 2017
BUY
$90.67 - $94.4 $396,137 - $412,433
4,369
4,369 $397,000

Others Institutions Holding PG

# of Institutions
4,070
Shares Held
1.54B
Call Options Held
15M
Put Options Held
13M
View Full List

About PROCTER & GAMBLE Co

PG Quotes by TradingView
  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $418B
  • 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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