David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 36 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 11, bought 2 totally new, decreased the number of shares of 19 and completely sold out 4 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (POOL) POOL CORP (new buy), (PYPL) PAYPAL HOLDINGS INC (added shares +22.53%), (ODFL) OLD DOMINION FREIGHT LINE (added shares +37.17%), (FRC) FIRST REPUBLIC BANK/CA (added shares +22.16%) and (WBD) WARNER BROS DISCOVERY INC (new buy).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (8.67%), (V) VISA INC-CLASS A SHARES (6.68%), (MSFT) MICROSOFT CORP (6.26%), (GOOGL) ALPHABET INC-CL A (6.2%) and (META) META PLATFORMS INC-CLASS A (6.06%).
In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -0.92%), (V) VISA INC-CLASS A SHARES (reduced shares -10.04%), (MSFT) MICROSOFT CORP (reduced shares -0.6%), (GOOGL) ALPHABET INC-CL A (reduced shares -0.9%) and (META) META PLATFORMS INC-CLASS A (reduced shares -0.6%).
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.