Procter & Gamble Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Procter & Gamble Company
Tip: Access up to 7 years of quarterly data
All positions including Procter & Gamble Company held by Heritage Trust 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 Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 39k | 153.65 |
| 2025-06-30 | $6.0M | 38k | 159.32 |
| 2025-03-31 | $6.4M | 38k | 170.42 |
| 2024-12-31 | $6.4M | 38k | 167.65 |
| 2024-06-30 | $5.9M | 36k | 164.92 |
| 2024-03-31 | $6.8M | 42k | 162.25 |
| 2023-12-31 | $6.3M | 43k | 146.54 |
| 2023-09-30 | $6.2M | 42k | 145.86 |
| 2023-06-30 | $6.5M | 43k | 151.74 |
| 2023-03-31 | $6.3M | 42k | 148.69 |
| 2022-12-31 | $6.5M | 43k | 151.56 |
| 2022-09-30 | $5.2M | 41k | 126.37 |
| 2022-06-30 | $5.9M | 41k | 143.68 |
| 2022-03-31 | $6.3M | 41k | 152.76 |
| 2021-12-31 | $6.4M | 39k | 163.66 |
| 2021-09-30 | $4.9M | 35k | 139.75 |
| 2021-06-30 | $4.7M | 35k | 134.94 |
| 2021-03-31 | $4.7M | 35k | 135.46 |
| 2020-12-31 | $4.7M | 34k | 139.08 |
| 2020-09-30 | $4.8M | 34k | 138.99 |
| 2020-06-30 | $4.3M | 36k | 119.51 |
| 2020-03-31 | $3.9M | 36k | 109.90 |
| 2019-12-31 | $4.5M | 36k | 124.97 |
| 2019-09-30 | $4.3M | 35k | 124.36 |
| 2019-06-30 | $3.9M | 35k | 109.66 |
| 2019-03-31 | $3.7M | 36k | 104.04 |
| 2018-12-31 | $3.3M | 36k | 91.92 |
| 2018-09-30 | $3.0M | 36k | 83.22 |
| 2018-06-30 | $2.8M | 36k | 78.05 |
| 2018-03-31 | $2.9M | 36k | 79.28 |
| 2017-12-31 | $3.5M | 38k | 91.89 |
| 2017-09-30 | $3.5M | 38k | 90.98 |
| 2017-06-30 | $3.9M | 44k | 87.16 |
| 2017-03-31 | $4.3M | 48k | 89.86 |