Heritage Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
9,640
-55
| -0.6% | -$8.76K | 0.07% | 63 |
|
|
2025
Q1 | $1.65M | Sell |
9,695
-145
| -1% | -$24.7K | 0.08% | 61 |
|
|
2024
Q4 | $1.65M | Sell |
9,840
-1,388
| -12% | -$233K | 0.08% | 63 |
|
|
2024
Q3 | $1.94M | Buy |
11,228
+1,238
| +12% | +$214K | 0.09% | 62 |
|
|
2024
Q2 | $1.65M | Sell |
9,990
-462
| -4% | -$76.2K | 0.07% | 63 |
|
|
2024
Q1 | $1.7M | Sell |
10,452
-339
| -3% | -$55K | 0.08% | 64 |
|
|
2023
Q4 | $1.58M | Sell |
10,791
-935
| -8% | -$137K | 0.08% | 63 |
|
|
2023
Q3 | $1.71M | Sell |
11,726
-1,035
| -8% | -$151K | 0.09% | 58 |
|
|
2023
Q2 | $1.94M | Sell |
12,761
-60
| -0.5% | -$9.11K | 0.1% | 57 |
|
|
2023
Q1 | $1.91M | Buy |
12,821
+295
| +2% | +$43.9K | 0.11% | 54 |
|
|
2022
Q4 | $1.9M | Sell |
12,526
-239
| -2% | -$36.2K | 0.11% | 57 |
|
|
2022
Q3 | $1.61M | Sell |
12,765
-292
| -2% | -$36.9K | 0.12% | 56 |
|
|
2022
Q2 | $1.88M | Buy |
13,057
+2,019
| +18% | +$290K | 0.13% | 53 |
|
|
2022
Q1 | $1.69M | Buy |
11,038
+132
| +1% | +$20.2K | 0.09% | 59 |
|
|
2021
Q4 | $1.78M | Buy |
10,906
+1,883
| +21% | +$308K | 0.1% | 66 |
|
|
2021
Q3 | $1.26M | Sell |
9,023
-216
| -2% | -$30.2K | 0.08% | 72 |
|
|
2021
Q2 | $1.25M | Buy |
9,239
+298
| +3% | +$40.2K | 0.08% | 71 |
|
|
2021
Q1 | $1.21M | Sell |
8,941
-220
| -2% | -$29.8K | 0.07% | 72 |
|
|
2020
Q4 | $1.28M | Buy |
9,161
+56
| +0.6% | +$7.79K | 0.08% | 78 |
|
|
2020
Q3 | $1.27M | Buy |
9,105
+94
| +1% | +$13.1K | 0.16% | 52 |
|
|
2020
Q2 | $1.08M | Sell |
9,011
-58
| -0.6% | -$6.94K | 0.15% | 54 |
|
|
2020
Q1 | $998K | Buy |
9,069
+2,673
| +42% | +$294K | 0.18% | 58 |
|
|
2019
Q4 | $799K | Buy |
6,396
+217
| +4% | +$27.1K | 0.11% | 76 |
|
|
2019
Q3 | $768K | Sell |
6,179
-693
| -10% | -$86.1K | 0.11% | 76 |
|
|
2019
Q2 | $753K | Buy |
6,872
+2,578
| +60% | +$283K | 0.12% | 72 |
|
|
2019
Q1 | $447K | Sell |
4,294
-131
| -3% | -$13.6K | 0.07% | 87 |
|
|
2018
Q4 | $406K | Sell |
4,425
-44
| -1% | -$4.04K | 0.08% | 87 |
|
|
2018
Q3 | $371K | Buy |
4,469
+100
| +2% | +$8.3K | 0.07% | 92 |
|
|
2018
Q2 | $340K | Hold |
4,369
| – | – | 0.13% | 89 |
|
|
2018
Q1 | $345K | Sell |
4,369
-100
| -2% | -$7.9K | 0.14% | 86 |
|
|
2017
Q4 | $410K | Buy |
4,469
+100
| +2% | +$9.17K | 0.18% | 82 |
|
|
2017
Q3 | $397K | Buy |
4,369
+502
| +13% | +$45.6K | 0.2% | 76 |
|
|
2017
Q2 | $337K | Buy |
3,867
+102
| +3% | +$8.89K | 0.17% | 75 |
|
|
2017
Q1 | $340K | Sell |
3,765
-74
| -2% | -$6.68K | 0.18% | 73 |
|
|
2016
Q4 | $324K | Sell |
3,839
-549
| -13% | -$46.3K | 0.21% | 64 |
|
|
2016
Q3 | $395K | Buy |
4,388
+315
| +8% | +$28.4K | 0.27% | 50 |
|
|
2016
Q2 | $343K | Buy |
4,073
+471
| +13% | +$39.7K | 0.23% | 59 |
|
|
2016
Q1 | $295K | Hold |
3,602
| – | – | 0.23% | 62 |
|
|
2015
Q4 | $285K | Sell |
3,602
-1,543
| -30% | -$122K | 0.24% | 60 |
|
|
2015
Q3 | $368K | Buy |
5,145
+310
| +6% | +$22.2K | 0.32% | 46 |
|
|
2015
Q2 | $378K | Buy |
4,835
+75
| +2% | +$5.86K | 0.31% | 61 |
|
|
2015
Q1 | $389K | Sell |
4,760
-565
| -11% | -$46.2K | 0.32% | 60 |
|
|
2014
Q4 | $486K | Buy |
5,325
+367
| +7% | +$33.5K | 0.43% | 50 |
|
|
2014
Q3 | $415K | Buy |
4,958
+875
| +21% | +$73.2K | 0.43% | 46 |
|
|
2014
Q2 | $321K | Hold |
4,083
| – | – | 0.34% | 51 |
|
|
2014
Q1 | $329K | Sell |
4,083
-900
| -18% | -$72.5K | 0.38% | 47 |
|
|
2013
Q4 | $406K | Buy |
+4,983
| New | +$406K | 0.51% | 41 |
|