- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 20 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 17 and completely sold out 1 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has purchased 2 securities: (TSCO) TRACTOR SUPPLY COMPANY (added shares +379.8%) and (IWF) ISHARES RUSSELL 1000 GROWTH (new buy).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (TSM) TAIWAN SEMICONDUCTOR-SP ADR (9.21%), (GOOGL) ALPHABET INC-CL A (9.21%), (META) META PLATFORMS INC-CLASS A (9.17%), (AAPL) APPLE INC (8.08%) and (PYPL) PAYPAL HOLDINGS INC (7.89%).
In the latest report(s) the following changes have been made to the top investments: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -3.78%), (GOOGL) ALPHABET INC-CL A (reduced shares -4.07%), (META) META PLATFORMS INC-CLASS A (reduced shares -3.97%), (AAPL) APPLE INC (reduced shares -4.61%) and (PYPL) PAYPAL HOLDINGS INC (reduced shares -5.16%).
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.