Back to PG
Heritage Wealth Management, Inc. → PG
Heritage Wealth Management, Inc. PG Position History
The Procter & Gamble Company • Consumer Defensive
Quarters held
4
Latest value
$15.5M
Q3 2026
Peak value
$23.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.2M |
| Q4 2025 | $20.5M |
| Q2 2026 | $18.4M |
| Q3 2026 | $15.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.5M | 107.0K | — | — |
| Q2 2026 | $18.4M | 125.3K | — | — |
| Q4 2025 | $20.5M | 142.8K | — | — |
| Q3 2025 | $23.2M | 150.8K | — | — |
Other funds holding PG
$37.3B
$35.3B
$32.5B
$30.6B
$17.4B
$17.1B
$16.9B