Meridian Financial Partners’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Buy	13,464 +339	+3%	+$51.4K	0.72%	31
2025 Q4	$1.92M	Buy	13,125 +207	+2%	+$30.5K	0.76%	30
2025 Q3	$1.95M	Buy	12,918 +126	+1%	+$19.7K	0.81%	29
2025 Q2	$2.04M	Buy	12,792 +45	+0.4%	+$7.34K	0.96%	23
2025 Q1	$2.17M	Buy	12,747 +151	+1%	+$25.3K	1.1%	20
2024 Q4	$2.11M	Buy	12,596 +414	+3%	+$70.5K	1.12%	19
2024 Q3	$2.11M	Buy	12,182 +57	+0.5%	+$9.68K	1.07%	19
2024 Q2	$2.04M	Buy	+12,125	New	+$1.98M	1.21%	20
2023 Q3	–	Sell	-11,791	Closed	-$1.77M	–	79
2023 Q2	$1.77M	Buy	+11,791	New	+$1.78M	1.07%	22
2022 Q3	–	Sell	-12,243	Closed	-$1.78M	–	75
2022 Q2	$1.78M	Buy	+12,243	New	+$1.84M	1.21%	22
2022 Q1	–	Sell	-12,457	Closed	-$2.02M	–	73
2021 Q4	$2.02M	Buy	12,457 +745	+6%	+$111K	1.37%	18
2021 Q3	$1.67M	Buy	11,712 +65	+0.6%	+$9.21K	1.12%	18
2021 Q2	$1.63M	Buy	11,647 +296	+3%	+$40.1K	1.11%	17
2021 Q1	$1.56M	Buy	11,351 +361	+3%	+$47.1K	1.18%	16
2020 Q4	$1.45M	Sell	10,990 -547	-5%	-$76.5K	1.12%	16
2020 Q3	$1.63M	Buy	11,537 +31	+0.3%	+$4.12K	1.37%	16
2020 Q2	$1.44M	Buy	11,506 +2,487	+28%	+$290K	1.3%	15
2020 Q1	$1.13M	Sell	9,019 -171	-2%	-$20.5K	1.22%	15
2019 Q4	$1.13M	Sell	9,190 -2	-0%	-$245	1.13%	13
2019 Q3	$1.11M	Buy	9,192 +27	+0.3%	+$3.19K	1.25%	13
2019 Q2	$1.04M	Hold	9,165	–	–	1.16%	13
2019 Q1	$970K	Sell	9,165 -46	-0.5%	-$4.48K	1.1%	14
2018 Q4	$847K	Buy	+9,211	New	+$823K	1.14%	15