- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 36 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 24 and completely sold out 2 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (T) AT&T INC (added shares +66.67%), (NLY) ANNALY CAPITAL MANAGEMENT IN (new buy), (XOM) EXXON MOBIL CORP (new buy), (BA) BOEING CO/THE (added shares +37.96%) and (BX) BLACKSTONE INC (added shares +9.8%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (9.37%), (MSI) MOTOROLA SOLUTIONS INC (6.8%), (V) VISA INC-CLASS A SHARES (6.39%), (TSCO) TRACTOR SUPPLY COMPANY (6.16%) and (MSFT) MICROSOFT CORP (6.05%).
In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -1.83%), (MSI) MOTOROLA SOLUTIONS INC (reduced shares -3.54%), (V) VISA INC-CLASS A SHARES (reduced shares -2.7%), (TSCO) TRACTOR SUPPLY COMPANY (reduced shares -2.04%) and (MSFT) MICROSOFT CORP (reduced shares -2.29%).
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.