- 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 Q1) SEC report(s): increased the number of shares of 1, decreased the number of shares of 18 and completely sold out 1 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has bought (UNH) UNITEDHEALTH GROUP INC (added shares +22.28%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (9.24%), (META) META PLATFORMS INC-CLASS A (8.28%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (7.9%), (V) VISA INC-CLASS A SHARES (7.4%) and (AAPL) APPLE INC (6.77%).
In the latest report(s) the following changes have been made to the top investments: (GOOGL) ALPHABET INC-CL A (reduced shares -1.35%), (META) META PLATFORMS INC-CLASS A (reduced shares -15.86%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -1.85%), (V) VISA INC-CLASS A SHARES (reduced shares -1.37%) and (AAPL) APPLE INC (reduced shares -1.17%).
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.