- 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 Q1) SEC report(s): increased the number of shares of 13, bought 1 totally new, decreased the number of shares of 20 and completely sold out 4 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (UNH) UNITEDHEALTH GROUP INC (added shares +24.09%), (META) META PLATFORMS INC-CLASS A (added shares +16.33%), (POOL) POOL CORP (added shares +49.53%), (GOOGL) ALPHABET INC-CL A (added shares +11.89%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +12.6%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (9.98%), (MSI) MOTOROLA SOLUTIONS INC (7.65%), (V) VISA INC-CLASS A SHARES (7.15%), (TSCO) TRACTOR SUPPLY COMPANY (6.78%) and (META) META PLATFORMS INC-CLASS A (6.69%).
In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -1.33%), (MSI) MOTOROLA SOLUTIONS INC (reduced shares -1.56%), (V) VISA INC-CLASS A SHARES (reduced shares -1.59%), (TSCO) TRACTOR SUPPLY COMPANY (reduced shares -3.12%) and (META) META PLATFORMS INC-CLASS A (added shares +16.33%).
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.