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David Rolfe

Wedgewood Partners

David Rolfe Visa Inc, CL-A stake

total: 97

Wedgewood Partners V trades

Total transactions:
52
New positions:
1
Added:
11
Reduced:
40
Held since:
2013 Q2 or earlier
Held for:
52+ quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, David Rolfe holds 83,010 Visa Inc, CL-A (V) shares with a market value of roughly $25.09M accounting for 5.18% of the overall portfolio. Wedgewood Partners has held V since at least 2013 Q2 with about 3.15M shares in our earliest available record. Since at least 2013 Q2, Wedgewood Partners has made 51 more transactions.

How many V shares does David Rolfe currently hold?

According to 2026 Q1 report, David Rolfe holds 83,010 shares of Visa Inc, CL-A (V), valued at around $25.09M.

Estimated cost basis*

Weighted AVG buy price:
$53.91
Weighted AVG sell price:
$100.70

David Rolfe's historical trades in Visa Inc, CL-A

52 results
Period % of
portfolio 		Shares
held after* 		Reported
price* 		Value* % (shares)
of activity 		% change
to portfolio
2026 Q1
5.18%
83,010
$302.24
$25,088,996
-4.75% (-4,141)
-0.23%
2025 Q4
5.71%
87,151
$350.71
$30,564,667
-2.21% (-1,969)
-0.13%
2025 Q3
5.55%
89,120
$341.38
$30,423,956
+4.11% (+3,517)
+0.22%
2025 Q2
5.69%
85,603
$342.15
$29,289,143
-4.55% (-4,085)
-0.28%
2025 Q1
6.44%
89,688
$356.46
$31,970,169
-26.00% (-31,511)
-2.21%
2024 Q4
7.54%
121,199
$316.04
$38,303,600
-4.29% (-5,439)
-0.31%
2024 Q3
7.12%
126,638
$309.48
$39,191,977
-1.34% (-1,720)
-0.11%
2024 Q2
6.81%
128,358
$259.89
$33,358,890
-2.32% (-3,043)
-0.16%
2024 Q1
7.40%
131,401
$281.50
$36,989,456
-1.37% (-1,822)
-0.11%
2023 Q4
7.73%
133,223
$275.81
$36,744,187
+12.10% (+14,382)
+0.83%
2023 Q3
6.54%
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$230.01
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-32.73% (-57,824)
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2023 Q2
6.76%
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$237.48
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-5.56% (-10,393)
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2023 Q1
7.15%
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$225.45
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-1.59% (-3,018)
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2022 Q4
7.25%
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$207.75
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-0.60% (-1,153)
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2022 Q3
6.39%
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$177.65
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-2.70% (-5,316)
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2022 Q2
6.68%
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$196.89
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-10.04% (-21,934)
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2022 Q1
6.83%
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$221.77
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+5.31% (+11,012)
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2021 Q4
5.97%
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$216.71
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+49.09% (+68,315)
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2021 Q3
4.37%
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$222.75
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-0.99% (-1,394)
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2021 Q2
4.76%
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$233.82
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-4.31% (-6,328)
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2021 Q1
4.79%
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$211.72
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-26.64% (-53,340)
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2020 Q4
6.51%
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$218.73
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-5.63% (-11,935)
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2020 Q3
6.71%
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$199.96
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-5.18% (-11,579)
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2020 Q2
7.32%
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$193.16
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-7.38% (-17,831)
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2020 Q1
7.38%
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$161.12
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-40.40% (-163,722)
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2019 Q4
7.72%
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$187.90
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-29.14% (-166,651)
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2019 Q3
8.72%
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$172.01
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-5.87% (-35,656)
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2019 Q2
8.93%
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$173.55
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-12.45% (-86,390)
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2019 Q1
7.91%
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$156.19
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-21.43% (-189,328)
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2018 Q4
7.73%
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$131.94
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-10.00% (-98,134)
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2018 Q3
7.38%
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$150.09
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-9.47% (-102,650)
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2018 Q2
7.25%
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$132.45
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-12.47% (-154,395)
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2018 Q1
6.81%
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$119.62
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-12.91% (-183,610)
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2017 Q4
6.56%
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$114.02
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-22.66% (-416,551)
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2017 Q3
6.60%
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$105.24
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-17.47% (-389,181)
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2017 Q2
6.40%
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$93.78
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-22.29% (-639,178)
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2017 Q1
6.56%
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$88.87
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-11.88% (-386,375)
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2016 Q4
6.20%
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$78.02
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+1.45% (+46,471)
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2016 Q3
5.56%
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$82.70
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+7.22% (+216,030)
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2016 Q2
4.49%
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$74.17
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-2.90% (-89,404)
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2016 Q1
4.27%
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$76.48
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-3.55% (-113,421)
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2015 Q4
4.25%
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$77.55
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-15.49% (-585,185)
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2015 Q3
3.83%
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$69.66
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-12.02% (-516,412)
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2015 Q2
3.86%
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$67.15
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-2.75% (-121,510)
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2015 Q1
3.88%
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$65.41
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-0.95% (-42,457)
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2014 Q4
3.94%
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$65.55
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+10.17% (+411,536)
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2014 Q3
3.49%
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$53.34
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+6.78% (+256,920)
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2014 Q2
3.48%
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$52.68
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+55.23% (+1,348,780)
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2014 Q1
2.44%
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$53.96
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-32.15% (-1,157,208)
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2013 Q4
4.17%
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$55.67
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+4.27% (+147,476)
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2013 Q3
3.96%
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$47.77
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+9.56% (+301,176)
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2013 Q2
4.16%
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$45.69
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new or own*
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* 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.
* 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.