Merriman 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
2024
Q4
$1.12M Sell
6,701
-389
-5% -$65.2K 0.05% 81
2024
Q3
$1.23M Sell
7,090
-214
-3% -$37.1K 0.05% 93
2024
Q2
$1.2M Sell
7,304
-69
-0.9% -$11.4K 0.05% 87
2024
Q1
$1.2M Buy
7,373
+633
+9% +$103K 0.05% 85
2023
Q4
$988K Sell
6,740
-28
-0.4% -$4.1K 0.05% 91
2023
Q3
$987K Buy
6,768
+211
+3% +$30.8K 0.05% 80
2023
Q2
$995K Sell
6,557
-250
-4% -$37.9K 0.05% 102
2023
Q1
$1.01M Sell
6,807
-53
-0.8% -$7.88K 0.05% 88
2022
Q4
$1.04M Sell
6,860
-14,042
-67% -$2.13M 0.05% 91
2022
Q3
$2.64M Buy
20,902
+15,868
+315% +$2M 0.17% 37
2022
Q2
$724K Sell
5,034
-60
-1% -$8.63K 0.05% 86
2022
Q1
$778K Sell
5,094
-298
-6% -$45.5K 0.06% 97
2021
Q4
$882K Buy
5,392
+610
+13% +$99.8K 0.06% 112
2021
Q3
$669K Buy
4,782
+322
+7% +$45K 0.06% 119
2021
Q2
$602K Sell
4,460
-30
-0.7% -$4.05K 0.05% 145
2021
Q1
$608K Buy
4,490
+423
+10% +$57.3K 0.07% 117
2020
Q4
$566K Buy
4,067
+31
+0.8% +$4.31K 0.06% 139
2020
Q3
$561K Buy
4,036
+35
+0.9% +$4.87K 0.08% 98
2020
Q2
$478K Buy
4,001
+94
+2% +$11.2K 0.08% 107
2020
Q1
$430K Sell
3,907
-372
-9% -$40.9K 0.09% 97
2019
Q4
$534K Sell
4,279
-609
-12% -$76K 0.1% 120
2019
Q3
$608K Sell
4,888
-124
-2% -$15.4K 0.12% 106
2019
Q2
$5.54K Buy
5,012
+147
+3% +$162 0.11% 118
2019
Q1
$506K Sell
4,865
-809
-14% -$84.1K 0.1% 136
2018
Q4
$525K Buy
5,674
+91
+2% +$8.42K 0.11% 88
2018
Q3
$465K Sell
5,583
-124
-2% -$10.3K 0.1% 114
2018
Q2
$445K Buy
5,707
+441
+8% +$34.4K 0.1% 115
2018
Q1
$417K Sell
5,266
-333
-6% -$26.4K 0.11% 133
2017
Q4
$514K Buy
5,599
+598
+12% +$54.9K 0.13% 115
2017
Q3
$455K Buy
+5,001
New +$455K 0.11% 111