Heritage Investment Group’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 | $704K | Hold |
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|
2025
Q2 | $730K | Hold |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $877K | Sell |
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|
2024
Q3 | $918K | Buy |
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|
2024
Q2 | $787K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $823K | Buy |
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|
2023
Q1 | $741K | Hold |
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|
2022
Q4 | $755K | Sell |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $990K | Buy |
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