Brandywine Oak Private Wealth’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Buy	18,858 +415	+2%	+$62.9K	0.23%	56
2025 Q4	$2.64M	Sell	18,443 -66	-0.4%	-$9.73K	0.22%	56
2025 Q3	$2.84M	Buy	18,509 +14	+0.1%	+$2.19K	0.25%	52
2025 Q2	$2.95M	Sell	18,495 -458	-2%	-$74.8K	0.27%	49
2025 Q1	$3.23M	Sell	18,953 -12	-0.1%	-$2.01K	0.32%	42
2024 Q4	$3.18M	Sell	18,965 -19	-0.1%	-$3.24K	0.31%	44
2024 Q3	$3.29M	Buy	18,984 +63	+0.3%	+$10.7K	0.32%	43
2024 Q2	$3.12M	Sell	18,921 -439	-2%	-$71.8K	0.32%	42
2024 Q1	$3.14M	Sell	19,360 -201	-1%	-$31.5K	0.33%	42
2023 Q4	$2.87M	Sell	19,561 -145	-0.7%	-$21.5K	0.32%	43
2023 Q3	$2.87M	Sell	19,706 -1,165	-6%	-$178K	0.34%	44
2023 Q2	$3.17M	Sell	20,871 -1,459	-7%	-$220K	0.36%	42
2023 Q1	$3.32M	Buy	22,330 +518	+2%	+$74K	0.39%	35
2022 Q4	$3.31M	Sell	21,812 -3,124	-13%	-$438K	0.41%	32
2022 Q3	$3.15M	Sell	24,936 -300	-1%	-$42.6K	0.43%	33
2022 Q2	$3.63M	Sell	25,236 -942	-4%	-$142K	0.46%	28
2022 Q1	$4M	Buy	26,178 +448	+2%	+$70.1K	0.46%	42
2021 Q4	$4.23M	Buy	25,730 +1,319	+5%	+$196K	0.46%	41
2021 Q3	$3.41M	Buy	24,411 +918	+4%	+$130K	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%	-$60.7K	0.31%	53
2020 Q4	$2.25M	Buy	16,184 +1,695	+12%	+$237K	0.34%	49
2020 Q3	$2.01M	Sell	14,489 -799	-5%	-$106K	0.34%	50
2020 Q2	$1.83M	Sell	15,288 -1,025	-6%	-$120K	0.32%	52
2020 Q1	$1.79M	Buy	16,313 +4,156	+34%	+$499K	0.37%	45
2019 Q4	$1.52M	Sell	12,157 -1,617	-12%	-$198K	0.28%	56
2019 Q3	$1.71M	Buy	13,774 +4,919	+56%	+$581K	0.32%	51
2019 Q2	$970K	Sell	8,855 -56	-0.6%	-$5.97K	0.19%	67
2019 Q1	$927K	Sell	8,911 -1,326	-13%	-$129K	0.19%	67
2018 Q4	$941K	Buy	+10,237	New	+$915K	0.21%	68