Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 18, 2021

SELL
N/A
-55,064 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
N/A
19,217 Added 53.61%
55,064 $741,000
Q1 2021

May 06, 2021

SELL
N/A
-2,342 Reduced 6.13%
35,847 $470,000
Q4 2020

Feb 08, 2021

BUY
N/A
1,865 Added 5.13%
38,189 $412,000
Q3 2020

Oct 16, 2020

SELL
N/A
-791 Reduced 2.13%
36,324 $226,000
Q2 2020

Aug 06, 2020

SELL
N/A
-1,200 Reduced 3.13%
37,115 $253,000
Q1 2020

May 06, 2020

BUY
N/A
387 Added 1.02%
38,315 $304,000
Q4 2019

Jan 28, 2020

SELL
N/A
-4,198 Reduced 9.97%
37,928 $423,000
Q3 2019

Oct 30, 2019

BUY
N/A
7,150 Added 20.44%
42,126 $376,000
Q2 2019

Jul 22, 2019

SELL
N/A
-1,377 Reduced 3.79%
34,976 $366,000
Q1 2019

May 09, 2019

SELL
N/A
-555 Reduced 1.5%
36,353 $363,000
Q4 2018

Feb 14, 2019

BUY
N/A
36,908 New
36,908 $273,000
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.