Merriman Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Sell |
6,701
-389
| -5% | -$66.3K | 0.05% | 81 |
|
|
2024
Q3 | $1.23M | Sell |
7,090
-214
| -3% | -$36.3K | 0.05% | 93 |
|
|
2024
Q2 | $1.2M | Sell |
7,304
-69
| -0.9% | -$11.3K | 0.05% | 87 |
|
|
2024
Q1 | $1.2M | Buy |
7,373
+633
| +9% | +$99.3K | 0.05% | 85 |
|
|
2023
Q4 | $988K | Sell |
6,740
-28
| -0.4% | -$4.15K | 0.05% | 92 |
|
|
2023
Q3 | $987K | Buy |
6,768
+211
| +3% | +$32.2K | 0.05% | 80 |
|
|
2023
Q2 | $995K | Sell |
6,557
-250
| -4% | -$37.7K | 0.05% | 103 |
|
|
2023
Q1 | $1.01M | Sell |
6,807
-53
| -0.8% | -$7.58K | 0.05% | 89 |
|
|
2022
Q4 | $1.04M | Sell |
6,860
-14,042
| -67% | -$1.97M | 0.05% | 91 |
|
|
2022
Q3 | $2.64M | Buy |
20,902
+15,868
| +315% | +$2.25M | 0.17% | 37 |
|
|
2022
Q2 | $724K | Sell |
5,034
-60
| -1% | -$9.02K | 0.05% | 86 |
|
|
2022
Q1 | $778K | Sell |
5,094
-298
| -6% | -$46.6K | 0.06% | 97 |
|
|
2021
Q4 | $882K | Buy |
5,392
+610
| +13% | +$90.6K | 0.06% | 112 |
|
|
2021
Q3 | $669K | Buy |
4,782
+322
| +7% | +$45.6K | 0.06% | 119 |
|
|
2021
Q2 | $602K | Sell |
4,460
-30
| -0.7% | -$4.06K | 0.05% | 145 |
|
|
2021
Q1 | $608K | Buy |
4,490
+423
| +10% | +$55.2K | 0.07% | 117 |
|
|
2020
Q4 | $566K | Buy |
4,067
+31
| +0.8% | +$4.33K | 0.06% | 139 |
|
|
2020
Q3 | $561K | Buy |
4,036
+35
| +0.9% | +$4.65K | 0.08% | 98 |
|
|
2020
Q2 | $478K | Buy |
4,001
+94
| +2% | +$11K | 0.08% | 107 |
|
|
2020
Q1 | $430K | Sell |
3,907
-372
| -9% | -$44.6K | 0.09% | 97 |
|
|
2019
Q4 | $534K | Sell |
4,279
-609
| -12% | -$74.5K | 0.1% | 120 |
|
|
2019
Q3 | $608K | Sell |
4,888
-124
| -2% | -$14.7K | 0.12% | 106 |
|
|
2019
Q2 | $5.54K | Buy |
5,012
+147
| +3% | +$15.7K | 0.11% | 118 |
|
|
2019
Q1 | $506K | Sell |
4,865
-809
| -14% | -$78.8K | 0.1% | 136 |
|
|
2018
Q4 | $525K | Buy |
5,674
+91
| +2% | +$8.13K | 0.11% | 88 |
|
|
2018
Q3 | $465K | Sell |
5,583
-124
| -2% | -$10.1K | 0.1% | 114 |
|
|
2018
Q2 | $445K | Buy |
5,707
+441
| +8% | +$33.2K | 0.1% | 115 |
|
|
2018
Q1 | $417K | Sell |
5,266
-333
| -6% | -$27.8K | 0.11% | 133 |
|
|
2017
Q4 | $514K | Buy |
5,599
+598
| +12% | +$53.8K | 0.13% | 115 |
|
|
2017
Q3 | $455K | Buy |
+5,001
| New | +$455K | 0.11% | 111 |
|
Other funds holding PG
