Meridian Wealth Management’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 | $8.91M | Sell |
55,948
-4,807
| -8% | -$766K | 0.38% | 54 |
|
|
2025
Q1 | $10.4M | Buy |
60,755
+1,959
| +3% | +$334K | 0.5% | 44 |
|
|
2024
Q4 | $9.86M | Buy |
58,796
+644
| +1% | +$108K | 0.47% | 48 |
|
|
2024
Q3 | $10.1M | Buy |
+58,152
| New | +$10.1M | 0.5% | 42 |
|
|
2024
Q1 | – | Sell |
-55,449
| Closed | -$8.13M | – | 409 |
|
|
2023
Q4 | $8.13M | Sell |
55,449
-51,075
| -48% | -$7.48M | 0.52% | 40 |
|
|
2023
Q3 | $15.5M | Buy |
106,524
+54,899
| +106% | +$8.01M | 0.95% | 15 |
|
|
2023
Q2 | $7.83M | Buy |
51,625
+1,290
| +3% | +$196K | 0.66% | 24 |
|
|
2023
Q1 | $7.48M | Sell |
50,335
-5,761
| -10% | -$857K | 0.65% | 25 |
|
|
2022
Q4 | $8.5M | Buy |
56,096
+5,815
| +12% | +$881K | 0.83% | 16 |
|
|
2022
Q3 | $6.35M | Sell |
50,281
-338
| -0.7% | -$42.7K | 0.68% | 23 |
|
|
2022
Q2 | $7.28M | Buy |
50,619
+4,905
| +11% | +$705K | 0.6% | 33 |
|
|
2022
Q1 | $6.99M | Buy |
45,714
+414
| +0.9% | +$63.3K | 0.76% | 24 |
|
|
2021
Q4 | $7.41M | Buy |
45,300
+2,614
| +6% | +$428K | 0.79% | 24 |
|
|
2021
Q3 | $5.97M | Buy |
42,686
+1,105
| +3% | +$154K | 0.74% | 27 |
|
|
2021
Q2 | $5.61M | Buy |
41,581
+5,647
| +16% | +$762K | 0.72% | 26 |
|
|
2021
Q1 | $4.87M | Sell |
35,934
-4,050
| -10% | -$549K | 0.71% | 25 |
|
|
2020
Q4 | $5.56M | Buy |
39,984
+10,797
| +37% | +$1.5M | 0.88% | 22 |
|
|
2020
Q3 | $4.06M | Buy |
29,187
+16,935
| +138% | +$2.35M | 0.99% | 20 |
|
|
2020
Q2 | $1.46M | Sell |
12,252
-4,773
| -28% | -$570K | 0.49% | 42 |
|
|
2020
Q1 | $1.87M | Buy |
17,025
+7,916
| +87% | +$871K | 0.83% | 25 |
|
|
2019
Q4 | $1.14M | Buy |
9,109
+1,366
| +18% | +$171K | 0.55% | 35 |
|
|
2019
Q3 | $963K | Buy |
7,743
+362
| +5% | +$45K | 0.45% | 39 |
|
|
2019
Q2 | $8.09K | Sell |
7,381
-467
| -6% | -$512 | 0.33% | 47 |
|
|
2019
Q1 | $817K | Sell |
7,848
-1,502
| -16% | -$156K | 0.37% | 54 |
|
|
2018
Q4 | $859K | Sell |
9,350
-418
| -4% | -$38.4K | 0.51% | 45 |
|
|
2018
Q3 | $813K | Sell |
9,768
-203
| -2% | -$16.9K | 0.35% | 50 |
|
|
2018
Q2 | $778K | Buy |
9,971
+454
| +5% | +$35.4K | 0.37% | 49 |
|
|
2018
Q1 | $754K | Sell |
9,517
-6,858
| -42% | -$543K | 0.38% | 52 |
|
|
2017
Q4 | $1.49M | Sell |
16,375
-84
| -0.5% | -$7.64K | 0.92% | 23 |
|
|
2017
Q3 | $1.5M | Sell |
16,459
-207
| -1% | -$18.9K | 0.95% | 23 |
|
|
2017
Q2 | $1.45M | Sell |
16,666
-445
| -3% | -$38.8K | 0.92% | 20 |
|
|
2017
Q1 | $1.54M | Buy |
17,111
+1,507
| +10% | +$135K | 0.92% | 25 |
|
|
2016
Q4 | $1.32M | Buy |
+15,604
| New | +$1.32M | 1.05% | 21 |
|