Procter & Gamble Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.5k | 153.65 |
| 2025-06-30 | $1.5M | 9.6k | 159.32 |
| 2025-03-31 | $1.7M | 9.7k | 170.41 |
| 2024-12-31 | $1.6M | 9.8k | 167.65 |
| 2024-09-30 | $1.9M | 11k | 173.20 |
| 2024-06-30 | $1.6M | 10k | 164.92 |
| 2024-03-31 | $1.7M | 11k | 162.25 |
| 2023-12-31 | $1.6M | 11k | 146.54 |
| 2023-09-30 | $1.7M | 12k | 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 | $1.6M | 13k | 126.28 |
| 2022-06-30 | $1.9M | 13k | 143.83 |
| 2022-03-31 | $1.7M | 11k | 152.84 |
| 2021-12-31 | $1.8M | 11k | 163.58 |
| 2021-09-30 | $1.3M | 9.0k | 139.79 |
| 2021-06-30 | $1.2M | 9.2k | 134.92 |
| 2021-03-31 | $1.2M | 8.9k | 135.43 |
| 2020-12-31 | $1.3M | 9.2k | 139.18 |
| 2020-09-30 | $1.3M | 9.1k | 139.00 |
| 2020-06-30 | $1.1M | 299 | 3602.01 |
| 2020-03-31 | $998k | 9.1k | 110.00 |
| 2019-12-31 | $799k | 6.4k | 124.90 |
| 2019-09-30 | $768k | 6.2k | 124.29 |
| 2019-06-30 | $754k | 6.9k | 109.65 |
| 2019-03-31 | $447k | 4.3k | 104.05 |
| 2018-12-31 | $406k | 4.4k | 91.75 |
| 2018-09-30 | $371k | 4.5k | 83.02 |
| 2018-06-30 | $340k | 4.4k | 77.82 |
| 2018-03-31 | $345k | 4.4k | 78.97 |
| 2017-12-31 | $410k | 4.5k | 91.74 |
| 2017-09-30 | $397k | 4.4k | 90.87 |
| 2017-06-30 | $337k | 3.9k | 87.15 |
| 2017-03-31 | $340k | 3.8k | 90.31 |
| 2016-12-31 | $324k | 3.8k | 84.40 |
| 2016-09-30 | $395k | 4.4k | 90.02 |
| 2016-06-30 | $343k | 4.1k | 84.21 |
| 2016-03-31 | $295k | 3.6k | 81.90 |
| 2015-12-31 | $285k | 3.6k | 79.12 |
| 2015-09-30 | $368k | 5.1k | 71.53 |
| 2015-06-30 | $378k | 4.8k | 78.18 |
| 2015-03-31 | $389k | 4.8k | 81.72 |
| 2014-12-31 | $486k | 5.3k | 91.27 |
| 2014-09-30 | $415k | 5.0k | 83.70 |
| 2014-06-30 | $321k | 4.1k | 78.62 |
| 2014-03-31 | $329k | 4.1k | 80.58 |
| 2013-12-31 | $406k | 5.0k | 81.48 |