Meridian Wealth 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
$582K Sell
3,656
-1
-0% -$159 0.08% 54
2025
Q1
$623K Sell
3,657
-907
-20% -$155K 0.1% 51
2024
Q4
$765K Buy
4,564
+697
+18% +$117K 0.12% 49
2024
Q3
$670K Sell
3,867
-45
-1% -$7.79K 0.1% 50
2024
Q2
$645K Buy
3,912
+187
+5% +$30.8K 0.11% 46
2024
Q1
$604K Buy
3,725
+189
+5% +$30.7K 0.11% 48
2023
Q4
$518K Sell
3,536
-129
-4% -$18.9K 0.1% 54
2023
Q3
$535K Sell
3,665
-730
-17% -$106K 0.11% 44
2023
Q2
$667K Sell
4,395
-206
-4% -$31.3K 0.14% 41
2023
Q1
$684K Buy
4,601
+193
+4% +$28.7K 0.15% 38
2022
Q4
$668K Sell
4,408
-107
-2% -$16.2K 0.15% 38
2022
Q3
$570K Buy
4,515
+80
+2% +$10.1K 0.14% 41
2022
Q2
$638K Buy
4,435
+856
+24% +$123K 0.15% 40
2022
Q1
$547K Buy
3,579
+246
+7% +$37.6K 0.12% 48
2021
Q4
$545K Buy
3,333
+455
+16% +$74.4K 0.11% 43
2021
Q3
$402K Buy
2,878
+39
+1% +$5.45K 0.09% 45
2021
Q2
$383K Buy
2,839
+22
+0.8% +$2.97K 0.09% 46
2021
Q1
$382K Sell
2,817
-436
-13% -$59.1K 0.11% 43
2020
Q4
$453K Buy
3,253
+9
+0.3% +$1.25K 0.19% 36
2020
Q3
$451K Buy
3,244
+25
+0.8% +$3.48K 0.23% 32
2020
Q2
$385K Sell
3,219
-102
-3% -$12.2K 0.21% 35
2020
Q1
$366K Buy
3,321
+122
+4% +$13.4K 0.22% 37
2019
Q4
$399K Buy
+3,199
New +$399K 0.25% 32