A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Procter & Gamble CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,453 shares of PG stock, worth $211,876. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,453
Previous 1,441 0.83%
Holding current value
$211,876
Previous $230 Million 2.76%
% of portfolio
0.15%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$150.47 - $161.22 $1,805 - $1,934
12 Added 0.83%
1,453 $223 Million
Q2 2025

Jul 28, 2025

SELL
$157.66 - $172.39 $24,752 - $27,065
-157 Reduced 9.82%
1,441 $230 Million
Q1 2025

Apr 30, 2025

SELL
$158.56 - $176.26 $634 - $705
-4 Reduced 0.25%
1,598 $272 Million
Q4 2024

Feb 11, 2025

BUY
$161.05 - $179.7 $41,228 - $46,003
256 Added 19.02%
1,602 $269 Million
Q3 2024

Oct 18, 2024

BUY
$160.76 - $177.82 $321 - $355
2 Added 0.15%
1,346 $233 Million
Q2 2024

Jul 25, 2024

SELL
$155.33 - $168.56 $13,358 - $14,496
-86 Reduced 6.01%
1,344 $222 Million
Q1 2024

May 06, 2024

BUY
$147.42 - $162.61 $1,179 - $1,300
8 Added 0.56%
1,430 $232 Million
Q4 2023

Feb 14, 2024

BUY
$143.0 - $153.52 $203,346 - $218,305
1,422 New
1,422 $208 Million

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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