David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Procter & Gamble (PG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q3 0 0.00 Sell 100.00% <0.01 SEC
2016   Q2 2,400 <0.01 Buy <0.01 $84.58 $203,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.51 SEC
2009   Q2 25,625 0.51 Reduce 44.86% 0.44 $51.08 $1,309,000 SEC
2009   Q1 46,475 0.99 Reduce 10.97% 0.18 $47.08 $2,188,000 SEC
2008   Q4 52,200 1.65 Reduce 73.67% 3.87 $61.82 $3,227,000 SEC
2008   Q3 198,270 5.25 Reduce 2.21% 0.09 $69.69 $13,817,000 SEC
2008   Q2 202,752 4.09 Add 0.91% 0.04 $60.81 $12,329,000 SEC
2008   Q1 200,931 4.67 Reduce 20.54% 1.14 $70.00 $14,065,000 SEC
2007   Q4 252,869 5.54 Reduce 23.16% 1.44 $73.42 $18,565,000 SEC
2007   Q3 329,068 6.21 Reduce 12.02% 0.75 $70.34 $23,146,000 SEC
2007   Q2 374,021 6.24 Reduce 9.74% 0.67 $61.19 $22,886,000 SEC
2007   Q1 414,375 6.91 Reduce 6.93% 0.50 $63.16 $26,171,000 SEC
2006   Q4 445,206 7.28 Add 3.39% 0.24 $64.27 $28,613,000 SEC
2006   Q3 430,601 7.09 Add 2.43% 0.17 $62.84 $27,060,000 SEC
2006   Q2 420,397 6.72 Add 12.32% 0.74 $55.60 $23,374,000 SEC
2006   Q1 374,288 6.18 Add 17.10% 0.90 $57.62 $21,566,000 SEC
2005   Q4 319,644 5.98 Add 23.89% 1.15 $57.88 $18,500,000 SEC
2005   Q3 258,000 5.97 Buy 5.97 $59.46 $15,340,000 SEC