- 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 (2023 Q4) SEC report(s): increased the number of shares of 3, decreased the number of shares of 16 and completely sold out 1 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has purchased 3 securities: (PYPL) PAYPAL HOLDINGS INC (added shares +49.1%), (EW) EDWARDS LIFESCIENCES CORP (added shares +29.34%) and (V) VISA INC-CLASS A SHARES (added shares +12.1%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (9.89%), (GOOGL) ALPHABET INC-CL A (8.29%), (V) VISA INC-CLASS A SHARES (7.73%), (AAPL) APPLE INC (7.03%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (6.94%).
In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -26.27%), (GOOGL) ALPHABET INC-CL A (reduced shares -2.85%), (V) VISA INC-CLASS A SHARES (added shares +12.1%), (AAPL) APPLE INC (reduced shares -2.59%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -2.78%).
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.