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?
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.