BOPW
Brandywine Oak Private Wealth’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
18,495
-458
| -2% | -$73K | 0.27% | 49 |
|
|
2025
Q1 | $3.23M | Sell |
18,953
-12
| -0.1% | -$2.05K | 0.32% | 42 |
|
|
2024
Q4 | $3.18M | Sell |
18,965
-19
| -0.1% | -$3.19K | 0.31% | 44 |
|
|
2024
Q3 | $3.29M | Buy |
18,984
+63
| +0.3% | +$10.9K | 0.32% | 43 |
|
|
2024
Q2 | $3.12M | Sell |
18,921
-439
| -2% | -$72.4K | 0.32% | 42 |
|
|
2024
Q1 | $3.14M | Sell |
19,360
-201
| -1% | -$32.6K | 0.33% | 42 |
|
|
2023
Q4 | $2.87M | Sell |
19,561
-145
| -0.7% | -$21.2K | 0.32% | 43 |
|
|
2023
Q3 | $2.87M | Sell |
19,706
-1,165
| -6% | -$170K | 0.34% | 43 |
|
|
2023
Q2 | $3.17M | Sell |
20,871
-1,459
| -7% | -$221K | 0.35% | 42 |
|
|
2023
Q1 | $3.32M | Buy |
22,330
+518
| +2% | +$77K | 0.39% | 35 |
|
|
2022
Q4 | $3.31M | Sell |
21,812
-3,124
| -13% | -$473K | 0.41% | 32 |
|
|
2022
Q3 | $3.15M | Sell |
24,936
-300
| -1% | -$37.9K | 0.43% | 33 |
|
|
2022
Q2 | $3.63M | Sell |
25,236
-942
| -4% | -$135K | 0.46% | 28 |
|
|
2022
Q1 | $4M | Buy |
26,178
+448
| +2% | +$68.5K | 0.46% | 42 |
|
|
2021
Q4 | $4.23M | Buy |
25,730
+1,319
| +5% | +$217K | 0.46% | 41 |
|
|
2021
Q3 | $3.41M | Buy |
24,411
+918
| +4% | +$128K | 0.4% | 43 |
|
|
2021
Q2 | $3.17M | Buy |
23,493
+7,774
| +49% | +$1.05M | 0.37% | 45 |
|
|
2021
Q1 | $2.13M | Sell |
15,719
-465
| -3% | -$63K | 0.31% | 53 |
|
|
2020
Q4 | $2.25M | Buy |
16,184
+1,695
| +12% | +$236K | 0.34% | 49 |
|
|
2020
Q3 | $2.01M | Sell |
14,489
-799
| -5% | -$111K | 0.34% | 50 |
|
|
2020
Q2 | $1.83M | Sell |
15,288
-1,025
| -6% | -$122K | 0.32% | 52 |
|
|
2020
Q1 | $1.79M | Buy |
16,313
+4,156
| +34% | +$457K | 0.37% | 45 |
|
|
2019
Q4 | $1.52M | Sell |
12,157
-1,617
| -12% | -$202K | 0.28% | 56 |
|
|
2019
Q3 | $1.71M | Buy |
13,774
+4,919
| +56% | +$612K | 0.32% | 51 |
|
|
2019
Q2 | $970K | Sell |
8,855
-56
| -0.6% | -$6.13K | 0.19% | 67 |
|
|
2019
Q1 | $927K | Sell |
8,911
-1,326
| -13% | -$138K | 0.19% | 67 |
|
|
2018
Q4 | $941K | Buy |
+10,237
| New | +$941K | 0.21% | 68 |
|