Heritage Wealth Management (Ohio)’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	$18.1M	Buy	113,616 +16	+0%	+$2.55K	5.86%	2
2025 Q1	$19.4M	Sell	113,600 -1,958	-2%	-$334K	6.59%	1
2024 Q4	$19.4M	Sell	115,558 -1,561	-1%	-$262K	6.44%	1
2024 Q3	$20.3M	Sell	117,119 -1,028	-0.9%	-$178K	6.65%	1
2024 Q2	$19.5M	Buy	+118,147	New	+$19.5M	6.54%	1