Meridian 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 | $722K | Sell |
4,531
-617
| -12% | -$98.3K | 0.11% | 95 |
|
|
2025
Q1 | $877K | Sell |
5,148
-24,169
| -82% | -$4.12M | 0.15% | 83 |
|
|
2024
Q4 | $4.91M | Buy |
29,317
+3,729
| +15% | +$625K | 0.81% | 35 |
|
|
2024
Q3 | $4.43M | Buy |
25,588
+12,906
| +102% | +$2.24M | 0.74% | 38 |
|
|
2024
Q2 | $2.09M | Buy |
12,682
+3,008
| +31% | +$496K | 0.37% | 55 |
|
|
2024
Q1 | $1.57M | Sell |
9,674
-121
| -1% | -$19.6K | 0.29% | 63 |
|
|
2023
Q4 | $1.44M | Sell |
9,795
-207
| -2% | -$30.3K | 0.31% | 62 |
|
|
2023
Q3 | $1.46M | Sell |
10,002
-1,033
| -9% | -$151K | 0.36% | 57 |
|
|
2023
Q2 | $1.67M | Sell |
11,035
-1,268
| -10% | -$192K | 0.41% | 55 |
|
|
2023
Q1 | $1.83M | Buy |
12,303
+474
| +4% | +$70.5K | 0.46% | 52 |
|
|
2022
Q4 | $1.79M | Sell |
11,829
-233
| -2% | -$35.3K | 0.46% | 53 |
|
|
2022
Q3 | $1.52M | Buy |
12,062
+100
| +0.8% | +$12.6K | 0.43% | 55 |
|
|
2022
Q2 | $1.72M | Buy |
11,962
+2,131
| +22% | +$306K | 0.46% | 51 |
|
|
2022
Q1 | $1.5M | Buy |
9,831
+2,878
| +41% | +$440K | 0.35% | 64 |
|
|
2021
Q4 | $1.14M | Sell |
6,953
-225
| -3% | -$36.8K | 0.28% | 79 |
|
|
2021
Q3 | $1M | Buy |
7,178
+225
| +3% | +$31.4K | 0.28% | 78 |
|
|
2021
Q2 | $938K | Buy |
6,953
+1,294
| +23% | +$175K | 0.27% | 81 |
|
|
2021
Q1 | $766K | Sell |
5,659
-129
| -2% | -$17.5K | 0.25% | 79 |
|
|
2020
Q4 | $805K | Sell |
5,788
-255
| -4% | -$35.5K | 0.29% | 75 |
|
|
2020
Q3 | $840K | Sell |
6,043
-211
| -3% | -$29.3K | 0.36% | 60 |
|
|
2020
Q2 | $748K | Buy |
6,254
+431
| +7% | +$51.5K | 0.35% | 64 |
|
|
2020
Q1 | $641K | Buy |
5,823
+180
| +3% | +$19.8K | 0.35% | 61 |
|
|
2019
Q4 | $705K | Sell |
5,643
-230
| -4% | -$28.7K | 0.28% | 70 |
|
|
2019
Q3 | $730K | Buy |
5,873
+2,363
| +67% | +$294K | 0.31% | 67 |
|
|
2019
Q2 | $411K | Hold |
3,510
| – | – | 0.29% | 77 |
|
|
2019
Q1 | $365K | Buy |
3,510
+215
| +7% | +$22.4K | 0.27% | 83 |
|
|
2018
Q4 | $303K | Buy |
+3,295
| New | +$303K | 0.23% | 88 |
|