A detailed history of Heritage Wealth Management, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 117,119 shares of PG stock, worth $19.6 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares
117,119
Previous 118,147 0.87%
Holding current value
$19.6 Million
Previous $19.5 Billion 3.92%
% of portfolio
6.65%
Previous 6.54%

Shares

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

Oct 31, 2024

SELL
$160.76 - $177.82 $165,261 - $182,798
-1,028 Reduced 0.87%
117,119 $20.3 Billion
Q2 2024

Sep 09, 2024

BUY
$155.33 - $168.56 $18.4 Million - $19.9 Million
118,147 New
118,147 $19.5 Billion

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 $397B
  • 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 Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.