Heartwood Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $705K | Hold |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $660K | Hold |
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|
2023
Q4 | $596K | Hold |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $205K | Buy |
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