Meadow Creek 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
$1.46M Sell
9,172
-235
-2% -$37.4K 0.99% 21
2025
Q1
$1.6M Sell
9,407
-157
-2% -$26.8K 1.2% 18
2024
Q4
$1.6M Sell
9,564
-85
-0.9% -$14.3K 1.15% 20
2024
Q3
$1.67M Buy
9,649
+90
+0.9% +$15.6K 1.33% 18
2024
Q2
$1.58M Buy
9,559
+419
+5% +$69.1K 1.49% 17
2024
Q1
$1.48M Buy
9,140
+280
+3% +$45.4K 1.03% 25
2023
Q4
$1.3M Buy
+8,860
New +$1.3M 1.26% 16
2022
Q3
$657K Buy
5,202
+311
+6% +$39.3K 0.87% 24
2022
Q2
$703K Sell
4,891
-211
-4% -$30.3K 0.86% 21
2022
Q1
$780K Sell
5,102
-442
-8% -$67.6K 0.85% 24
2021
Q4
$907K Buy
+5,544
New +$907K 0.86% 23
2019
Q4
$594K Buy
+4,755
New +$594K 0.82% 25