- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 38 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 1, bought 2 totally new, decreased the number of shares of 18 and completely sold out 17 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has purchased 3 securities: (ORLY) O'REILLY AUTOMOTIVE INC (new buy), (CPRT) COPART INC (added shares +53.66%) and (IWF) ISHARES RUSSELL 1000 GROWTH (new buy).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (9.95%), (GOOGL) ALPHABET INC-CL A (8.74%), (AAPL) APPLE INC (7.59%), (MSI) MOTOROLA SOLUTIONS INC (6.98%) and (V) VISA INC-CLASS A SHARES (6.54%).
In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -17.19%), (GOOGL) ALPHABET INC-CL A (reduced shares -18.46%), (AAPL) APPLE INC (reduced shares -43.85%), (MSI) MOTOROLA SOLUTIONS INC (reduced shares -29.05%) and (V) VISA INC-CLASS A SHARES (reduced shares -32.73%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.