Heritage Trust’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
Q2 | $5.99M | Buy |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $6.43M | Buy |
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|
2024
Q2 | $5.87M | Sell |
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|
2024
Q1 | $6.84M | Sell |
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|
2023
Q4 | $6.26M | Buy |
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|
2023
Q3 | $6.17M | Sell |
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|
2023
Q2 | $6.5M | Buy |
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|
2023
Q1 | $6.28M | Sell |
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|
2022
Q4 | $6.47M | Buy |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $5.87M | Sell |
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|
2022
Q1 | $6.32M | Buy |
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|
2021
Q4 | $6.4M | Buy |
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|
2021
Q3 | $4.92M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.71M | Buy |
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|
2020
Q4 | $4.74M | Sell |
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|
2020
Q3 | $4.76M | Sell |
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|
2020
Q2 | $4.26M | Buy |
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|
2020
Q1 | $3.92M | Sell |
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|
2019
Q4 | $4.51M | Buy |
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|
2019
Q3 | $4.34M | Sell |
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|
2019
Q2 | $3.85M | Sell |
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|
2019
Q1 | $3.71M | Sell |
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|
2018
Q4 | $3.32M | Buy |
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|
2018
Q3 | $3M | Sell |
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|
2018
Q2 | $2.81M | Sell |
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|
2018
Q1 | $2.88M | Sell |
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|
2017
Q4 | $3.46M | Sell |
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|
2017
Q3 | $3.48M | Sell |
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|
2017
Q2 | $3.87M | Sell |
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|
2017
Q1 | $4.27M | Buy |
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