Meredith Wealth Planning’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,504
Closed -$224K 57
2023
Q1
$224K Sell
1,504
-95
-6% -$14.1K 0.18% 53
2022
Q4
$242K Buy
+1,599
New +$242K 0.21% 49