David Rolfe - Wedgewood Partners
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  The Procter & Gamble Co. (PG)
← All PG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% <0.01 $84.32–90.22 · VW $88.10i SEC
2016   Q2 2,400 <0.01 Buy <0.01 $79.10–84.80 · VW $82.86i $203,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.51 $50.52–58.66 · VW $55.70i SEC
2009   Q2 25,625 0.51 Reduce 44.86% 0.45 $46.29–54.77 · VW $50.72i $1,309,000 SEC
2009   Q1 46,475 0.99 Reduce 10.97% 0.18 $43.93–62.97 · VW $51.33i $2,188,000 SEC
2008   Q4 52,200 1.65 Reduce 73.67% 3.87 $53.77–71.94 · VW $62.51i $3,227,000 SEC
2008   Q3 198,270 5.25 Reduce 2.21% 0.09 $60.05–73.57 · VW $67.77i $13,817,000 SEC
2008   Q2 202,752 4.09 Add 0.91% 0.04 $60.44–71.20 · VW $64.15i $12,329,000 SEC
2008   Q1 200,931 4.67 Reduce 20.54% 1.14 $62.74–73.81 · VW $68.87i $14,065,000 SEC
2007   Q4 252,869 5.54 Reduce 23.16% 1.44 $67.90–75.18 · VW $72.17i $18,565,000 SEC
2007   Q3 329,068 6.21 Reduce 12.02% 0.75 $60.89–70.73 · VW $67.32i $23,146,000 SEC
2007   Q2 374,021 6.24 Reduce 9.74% 0.67 $60.76–64.75 · VW $62.23i $22,886,000 SEC
2007   Q1 414,375 6.91 Reduce 6.93% 0.50 $60.42–66.30 · VW $63.29i $26,171,000 SEC
2006   Q4 445,206 7.28 Add 3.39% 0.24 $61.50–64.73 · VW $63.50i $28,613,000 SEC
2006   Q3 430,601 7.09 Add 2.43% 0.17 $55.25–62.85 · VW $60.03i $27,060,000 SEC
2006   Q2 420,397 6.72 Add 12.32% 0.74 $52.75–58.73 · VW $55.69i $23,374,000 SEC
2006   Q1 374,288 6.18 Add 17.10% 0.90 $57.00–62.50 · VW $59.04i $21,566,000 SEC
2005   Q4 319,644 5.98 Add 23.89% 1.15 $54.62–59.70 · VW $57.40i $18,500,000 SEC
2005   Q3 258,000 5.97 Buy 5.97 $51.91–59.46 · VW $56.94i $15,340,000 SEC
Price snapshot:
Current price$148.37
52-week low$135.63
52-week high$166.00