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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

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $346k 2.1k 162.25
2023-12-31 $311k 2.1k 146.54

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View all positions for Heritage Wealth Management

Top funds holding Procter & Gamble Company

Vanguard Group
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Royal Bank of Canada
Wells Fargo & Company
Charles Schwab Investment Management
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Ubs Global Asset Management Americas
Fisher Investments

View all funds holding Procter & Gamble Company