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 |
|