David Rolfe - Wedgewood Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $496.46M |
Wedgewood Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2025Mar 31, 2025 | TSCO Tractor Supply Company | Buy | +469+0.1% |
Q1 2025Mar 31, 2025 | POOL Pool Corporation | Buy | +466+1.6% |
Q1 2025Mar 31, 2025 | MSI Motorola Solutions, Inc. | Buy | +99+0.2% |
Q1 2025Mar 31, 2025 | BKNG Booking Holdings Inc. Common St | Sell | -5-0.1% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -15-0.0% |
Q1 2025Mar 31, 2025 | CPRT Copart, Inc. | Sell | -26-0.0% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Sell | -10,004-12.6% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -31,511-26.0% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -45,082-81.4% |
Q1 2025Mar 31, 2025 | EW Edwards Lifesciences Corporatio | Sell | -147,618-43.5% |
Q4 2024Dec 31, 2024 | TSCO Tractor Supply Company | Buy | +379,639+379.8% |
Q4 2024Dec 31, 2024 | IWF iShares Russell 1000 Growth ETF | Buy - Position Entry | +3,874 |
Q4 2024Dec 31, 2024 | BKNG Booking Holdings Inc. Common St | Sell | -271-4.5% |
Q4 2024Dec 31, 2024 | ORLY O'Reilly Automotive, Inc. | Sell | -358-4.1% |
Q4 2024Dec 31, 2024 | SPGI S&P Global Inc. | Sell | -1,022-4.2% |
Q4 2024Dec 31, 2024 | MSI Motorola Solutions, Inc. | Sell | -2,619-4.4% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -2,651-4.6% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Sell | -2,665-3.9% |
Q4 2024Dec 31, 2024 | ODFL Old Dominion Freight Line, Inc. | Sell | -2,922-4.8% |
Q4 2024Dec 31, 2024 | META Meta Platforms, Inc. | Sell | -3,291-4.0% |
Q4 2024Dec 31, 2024 | POOL Pool Corporation | Sell | -3,722-11.1% |
Q4 2024Dec 31, 2024 | CDW CDW Corporation | Sell | -5,404-5.6% |
Q4 2024Dec 31, 2024 | V Visa Inc. | Sell | -5,439-4.3% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Sell | -7,925-4.6% |
Q4 2024Dec 31, 2024 | TSM Taiwan Semiconductor Manufactur | Sell | -9,304-3.8% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Sell | -10,488-4.1% |
Q4 2024Dec 31, 2024 | TPL Texas Pacific Land Corporation | Sell - Position Exit | -13,191-100.0% |
Q4 2024Dec 31, 2024 | EW Edwards Lifesciences Corporatio | Sell | -19,821-5.5% |
Q4 2024Dec 31, 2024 | CPRT Copart, Inc. | Sell | -21,506-4.2% |
Q4 2024Dec 31, 2024 | PYPL PayPal Holdings, Inc. | Sell | -25,555-5.2% |