Betterment LLC’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 | $587K | Sell |
3,685
-674
| -15% | -$107K | ﹤0.01% | 332 |
|
2025
Q1 | $743K | Buy |
4,359
+273
| +7% | +$46.5K | ﹤0.01% | 293 |
|
2024
Q4 | $685K | Buy |
4,086
+499
| +14% | +$83.7K | ﹤0.01% | 288 |
|
2024
Q3 | $621K | Buy |
3,587
+137
| +4% | +$23.7K | ﹤0.01% | 291 |
|
2024
Q2 | $569K | Buy |
3,450
+114
| +3% | +$18.8K | ﹤0.01% | 273 |
|
2024
Q1 | $541K | Buy |
3,336
+1,192
| +56% | +$193K | ﹤0.01% | 254 |
|
2023
Q4 | $314K | Buy |
+2,144
| New | +$314K | ﹤0.01% | 270 |
|