David Rolfe
Wedgewood Partners
David Rolfe American Express Company stake
total: 97
Wedgewood Partners AXP trades
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Added:
- 2
- Held since:
- 2013 Q2 or earlier
- Held for:
- 3+ quarters
- Latest activity:
- 2014 Q1
According to 2026 Q2 report, David Rolfe doesn't hold any American Express Company (AXP) shares. Wedgewood Partners has held AXP since at least 2013 Q2 with about 1.29M shares in our earliest available record. Since at least 2013 Q2, Wedgewood Partners has made 3 more transactions.
When did David Rolfe sell American Express Company (AXP)?
David Rolfe sold off the entire American Express Company (AXP) position in 2014 Q1.
Estimated cost basis*
- Weighted AVG buy price:
- $76.01
- Weighted AVG sell price:
- $90.73
David Rolfe's historical trades in American Express Company
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2014 Q1
|
0.00%
|
$90.73
|
-100% (-1,501,341)
|
|||
|
2013 Q4
|
2.83%
|
$90.73
|
+8.11% (+112,609)
|
|||
|
2013 Q3
|
2.52%
|
$75.52
|
+7.91% (+101,749)
|
|||
|
2013 Q2
|
2.78%
|
$74.76
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.