A detailed history of Heartwood Wealth Advisors LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,715 shares of PG stock, worth $1.56 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,715
Previous 10,126 5.82%
Holding current value
$1.56 Million
Previous $1.56 Million 0.45%
% of portfolio
0.15%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$145.5 - $153.18 $85,699 - $90,223
589 Added 5.82%
10,715 $1.56 Million
Q3 2025

Oct 06, 2025

BUY
$150.47 - $161.22 $67,711 - $72,549
450 Added 4.65%
10,126 $1.56 Million
Q2 2025

Jul 08, 2025

BUY
$157.66 - $172.39 $27,590 - $30,168
175 Added 1.84%
9,676 $1.54 Million
Q1 2025

Apr 21, 2025

BUY
$158.56 - $176.26 $906,170 - $1.01 Million
5,715 Added 150.95%
9,501 $1.62 Million
Q4 2024

Jan 10, 2025

SELL
$161.05 - $179.7 $45,577 - $50,855
-283 Reduced 6.96%
3,786 $634,000
Q3 2023

Oct 17, 2023

BUY
$145.86 - $157.09 $231,333 - $249,144
1,586 Added 63.87%
4,069 $593,000
Q2 2023

Jul 19, 2023

BUY
$142.5 - $156.57 $158,032 - $173,636
1,109 Added 80.71%
2,483 $376,000
Q1 2023

Apr 14, 2023

BUY
$136.57 - $153.91 $4,233 - $4,771
31 Added 2.31%
1,374 $204,000
Q4 2022

Jan 12, 2023

SELL
$123.76 - $153.95 $34,652 - $43,106
-280 Reduced 17.25%
1,343 $0
Q3 2022

Oct 25, 2022

BUY
$126.25 - $149.93 $204,903 - $243,336
1,623 New
1,623 $205,000

Others Institutions Holding PG

About PROCTER & GAMBLE Co


  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $346B
  • Description
  • The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Panten...
More about PG
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