Heritage Wealth Management (California)’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 | $230K | Sell |
1,441
-157
| -10% | -$25K | 0.15% | 78 |
|
|
2025
Q1 | $272K | Sell |
1,598
-4
| -0.2% | -$682 | 0.2% | 66 |
|
|
2024
Q4 | $269K | Buy |
1,602
+256
| +19% | +$42.9K | 0.19% | 68 |
|
|
2024
Q3 | $233K | Buy |
1,346
+2
| +0.1% | +$346 | 0.17% | 69 |
|
|
2024
Q2 | $222K | Sell |
1,344
-86
| -6% | -$14.2K | 0.16% | 68 |
|
|
2024
Q1 | $232K | Buy |
1,430
+8
| +0.6% | +$1.3K | 0.18% | 66 |
|
|
2023
Q4 | $208K | Buy |
+1,422
| New | +$208K | 0.17% | 67 |
|