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 150,814 shares of PG stock, worth $22 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares
150,814
Previous 113,616 32.74%
Holding current value
$22 Million
Previous $18.1 Billion 28.02%
% of portfolio
6.8%
Previous 5.86%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$150.47 - $161.22 $5.6 Million - $6 Million
37,198 Added 32.74%
150,814 $23.2 Billion
Q2 2025

Aug 14, 2025

BUY
$157.66 - $172.39 $2,522 - $2,758
16 Added 0.01%
113,616 $18.1 Billion
Q1 2025

Apr 29, 2025

SELL
$158.56 - $176.26 $310,460 - $345,117
-1,958 Reduced 1.69%
113,600 $19.4 Billion
Q4 2024

Feb 05, 2025

SELL
$161.05 - $179.7 $251,399 - $280,511
-1,561 Reduced 1.33%
115,558 $19.4 Billion
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 $346B
  • 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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