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Heritage Wealth Management (Texas)’s Procter & Gamble PG Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$205K Sell
1,289
-400
-24% -$63.7K 0.1% 33
2025
Q1 		$288K Hold
1,689
– – 0.17% 30
2024
Q4 		$283K Hold
1,689
– – 0.17% 29
2024
Q3 		$293K Hold
1,689
– – 0.17% 30
2024
Q2 		$279K Buy
+1,689
New +$279K 0.17% 31