Procter & Gamble Company shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Procter & Gamble Company by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $705k | 4.1k | 173.20 |
| 2024-06-30 | $671k | 4.1k | 164.92 |
| 2024-03-31 | $660k | 4.1k | 162.25 |
| 2023-12-31 | $596k | 4.1k | 146.54 |
| 2023-09-30 | $594k | 4.1k | 145.86 |
| 2023-06-30 | $377k | 2.5k | 151.74 |
| 2023-03-31 | $204k | 1.4k | 148.69 |
| 2022-12-31 | $204k | 1.3k | 151.56 |
| 2022-09-30 | $205k | 1.6k | 126.31 |