Procter & Gamble Company shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 14k | 153.65 |
| 2025-06-30 | $2.3M | 14k | 159.32 |
| 2025-03-31 | $2.5M | 14k | 170.42 |
| 2024-12-31 | $2.4M | 15k | 167.65 |
| 2024-09-30 | $2.5M | 15k | 173.20 |
| 2024-06-30 | $2.3M | 14k | 164.92 |
| 2024-03-31 | $2.1M | 13k | 162.25 |
| 2023-12-31 | $1.9M | 13k | 146.54 |
| 2023-09-30 | $1.8M | 13k | 145.86 |
| 2023-06-30 | $1.9M | 13k | 151.74 |
| 2023-03-31 | $1.9M | 13k | 148.69 |
| 2022-12-31 | $1.9M | 13k | 151.56 |
| 2022-09-30 | $1.5M | 12k | 126.22 |
| 2022-06-30 | $1.7M | 12k | 143.77 |
| 2022-03-31 | $1.8M | 12k | 152.72 |
| 2021-12-31 | $2.0M | 12k | 163.50 |
More positions owned by Heritage Financial Services
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