Meridian Financial Partners’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 | $2.04M | Buy |
12,792
+45
| +0.4% | +$7.17K | 0.96% | 23 |
|
2025
Q1 | $2.17M | Buy |
12,747
+151
| +1% | +$25.7K | 1.1% | 20 |
|
2024
Q4 | $2.11M | Buy |
12,596
+414
| +3% | +$69.4K | 1.12% | 19 |
|
2024
Q3 | $2.11M | Buy |
12,182
+57
| +0.5% | +$9.87K | 1.07% | 19 |
|
2024
Q2 | $2.04M | Buy |
+12,125
| New | +$2.04M | 1.21% | 20 |
|
2023
Q3 | – | Sell |
-11,791
| Closed | -$1.78M | – | 79 |
|
2023
Q2 | $1.78M | 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 | +$1.78M | 1.21% | 22 |
|
2022
Q1 | – | Sell |
-12,457
| Closed | -$2.02M | – | 73 |
|
2021
Q4 | $2.02M | Buy |
12,457
+745
| +6% | +$121K | 1.37% | 18 |
|
2021
Q3 | $1.67M | Buy |
11,712
+65
| +0.6% | +$9.26K | 1.12% | 18 |
|
2021
Q2 | $1.63M | Buy |
11,647
+296
| +3% | +$41.3K | 1.11% | 17 |
|
2021
Q1 | $1.56M | Buy |
11,351
+361
| +3% | +$49.7K | 1.18% | 16 |
|
2020
Q4 | $1.45M | Sell |
10,990
-547
| -5% | -$72.2K | 1.12% | 16 |
|
2020
Q3 | $1.63M | Buy |
11,537
+31
| +0.3% | +$4.38K | 1.37% | 16 |
|
2020
Q2 | $1.44M | Buy |
11,506
+2,487
| +28% | +$311K | 1.3% | 15 |
|
2020
Q1 | $1.13M | Sell |
9,019
-171
| -2% | -$21.3K | 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% | +$3.27K | 1.25% | 13 |
|
2019
Q2 | $1.04M | Hold |
9,165
| – | – | 1.16% | 13 |
|
2019
Q1 | $970K | Sell |
9,165
-46
| -0.5% | -$4.87K | 1.1% | 14 |
|
2018
Q4 | $847K | Buy |
+9,211
| New | +$847K | 1.14% | 15 |
|