Procter & Gamble Company shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Procter & Gamble Company
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Quarterly reported holdings in Procter & Gamble Company by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 151k | 153.65 |
| 2025-06-30 | $18M | 114k | 159.32 |
| 2025-03-31 | $19M | 114k | 170.42 |
| 2024-12-31 | $19M | 116k | 167.65 |
| 2024-09-30 | $20M | 117k | 173.20 |
| 2024-06-30 | $20M | 118k | 165.21 |
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