David Rolfe - Wedgewood Partners

History Stock Activity Share change % change to portfolio ▼
Q3  2024
≡ EW - Edwards Lifesciences Corp. Add 1.36% 4,830 0.06
Q2  2024
≡ EW - Edwards Lifesciences Corp. Add 44.40% 108,976 1.46
Q1  2024
≡ UNH - United Health Group Inc. Add 22.28% 10,969 1.14
Q4  2023
≡ PYPL - PayPal Holdings Inc. Add 49.10% 171,607 2.10
≡ EW - Edwards Lifesciences Corp. Add 29.34% 56,855 1.03
≡ V - Visa Inc. Add 12.10% 14,382 0.83
Q3  2023
≡ ORLY - O'Reilly Automotive Buy 9,452 2.06
≡ IWF - iShares Russell 1000 Growth ETF Buy 1,339 0.09
Q2  2023
≡ PYPL - PayPal Holdings Inc. Add 46.13% 152,432 1.64
≡ BKNG - Booking Holdings Inc. Add 2.57% 229 0.10
≡ USB - U.S. Bancorp Add 22.45% 11,325 0.06
≡ PEP - PepsiCo Inc. Buy 1,750 0.05
≡ VEA - Vanguard FTSE Developed ETF Buy 6,493 0.05
≡ ODFL - Old Dominion Freight Line Add 1.10% 1,216 0.04
≡ AMZN - Amazon.com Inc. Buy 1,600 0.03
≡ BX - Blackstone Group Add 4.69% 750 0.01
≡ POOL - Pool Corp. Add 0.24% 107 0.01
≡ DIS - Walt Disney Co. Add 8.20% 250 0.00
≡ JNJ - Johnson & Johnson Add 0.62% 30 0.00
≡ VZ - Verizon Communications Add 0.54% 115 0.00
≡ WBD - Warner Bros. Discovery Inc. Add 0.42% 69 0.00
Q1  2023
≡ UNH - United Health Group Inc. Add 24.09% 14,606 1.17
≡ META - Meta Platforms Inc. Add 16.33% 26,148 0.94
≡ POOL - Pool Corp. Add 49.53% 14,783 0.86
≡ GOOGL - Alphabet Inc. Add 11.89% 37,745 0.66
≡ TSM - Taiwan Semiconductor S.A. Add 12.60% 37,827 0.60
≡ PYPL - PayPal Holdings Inc. Add 6.51% 20,187 0.26
≡ USB - U.S. Bancorp Add 41.89% 14,895 0.09
≡ BKNG - Booking Holdings Inc. Add 1.84% 161 0.07
≡ FRCB - First Republic Bank Add 9.64% 17,738 0.04
≡ GOOG - Alphabet Inc. CL C Add 2.05% 1,647 0.03
≡ F - Ford Motor Add 26.52% 3,275 0.01
≡ BX - Blackstone Group Add 4.92% 750 0.01
≡ VZ - Verizon Communications Add 2.05% 425 0.00
Q4  2022
≡ FRCB - First Republic Bank Add 22.04% 33,250 0.74
≡ QQQ - Invesco Qqq Trust Series 1 Buy 2,825 0.14
≡ TSM - Taiwan Semiconductor S.A. Add 1.27% 3,767 0.05
≡ TPR - Tapestry Inc. Buy 5,750 0.04
≡ BRK.B - Berkshire Hathaway CL B Add 3.10% 600 0.03
≡ EW - Edwards Lifesciences Corp. Add 0.64% 2,133 0.03
≡ AAPL - Apple Inc. Add 0.32% 1,155 0.03
≡ F - Ford Motor Buy 12,350 0.03
≡ BX - Blackstone Group Add 8.93% 1,250 0.02
≡ WBD - Warner Bros. Discovery Inc. Add 9.04% 1,500 0.00
≡ ODFL - Old Dominion Freight Line Add 0.16% 178 0.00
Q3  2022
≡ T - AT&T Inc. Add 66.67% 31,000 0.09
≡ XOM - Exxon Mobil Corp. Buy 2,375 0.04
≡ DIS - Walt Disney Co. Add 43.48% 1,000 0.02
≡ BA - Boeing Co. Add 37.96% 1,025 0.02
≡ VZ - Verizon Communications Add 12.05% 2,500 0.02
≡ BX - Blackstone Group Add 9.80% 1,250 0.02
≡ USB - U.S. Bancorp Add 7.29% 2,500 0.02
≡ KHC - Kraft Heinz Co. Add 6.82% 750 0.00
≡ NLY - Annaly Capital Management Inc. Add 6.15% 1,249 0.00
≡ WBD - Warner Bros. Discovery Inc. Add 0.62% 103 0.00
Q2  2022
≡ POOL - Pool Corp. Buy 30,718 1.86
≡ PYPL - PayPal Holdings Inc. Add 22.53% 61,041 0.74
≡ ODFL - Old Dominion Freight Line Add 37.17% 31,446 0.70
≡ FRCB - First Republic Bank Add 22.16% 27,800 0.69
≡ WBD - Warner Bros. Discovery Inc. Buy 16,481 0.04
≡ TSM - Taiwan Semiconductor S.A. Add 0.66% 2,308 0.03
≡ BX - Blackstone Group Add 10.87% 1,250 0.02
≡ GOOG - Alphabet Inc. CL C Add 1.38% 1,100 0.02
≡ BKNG - Booking Holdings Inc. Add 0.67% 65 0.02
≡ BA - Boeing Co. Add 27.06% 575 0.01
≡ DIS - Walt Disney Co. Add 16.46% 325 0.01
≡ T - AT&T Inc. Add 6.90% 3,000 0.01
≡ USB - U.S. Bancorp Add 1.48% 500 0.00
Q1  2022
≡ PYPL - PayPal Holdings Inc. Add 79.28% 119,820 1.95
≡ META - Meta Platforms Inc. Add 28.71% 48,869 1.53
≡ TSM - Taiwan Semiconductor S.A. Add 41.28% 101,453 1.49
≡ UNH - United Health Group Inc. Add 20.49% 10,750 0.77
≡ MSFT - Microsoft Corp. Add 9.27% 12,050 0.52
≡ MSI - Motorola Solutions Inc. Add 7.75% 12,090 0.41
≡ V - Visa Inc. Add 5.31% 11,012 0.34
≡ BKNG - Booking Holdings Inc. Add 10.10% 894 0.30
≡ FRCB - First Republic Bank Add 11.22% 12,658 0.29
≡ CDW - CDW Corp. Add 6.00% 10,696 0.27
≡ TPL - Texas Pacific Land Corp. Add 13.77% 4,062 0.26
≡ SBUX - Starbucks Corp. Add 9.78% 19,198 0.25
≡ CPRT - Copart Inc. Add 5.65% 42,872 0.19
≡ GOOG - Alphabet Inc. CL C Add 6.17% 4,640 0.09
≡ EW - Edwards Lifesciences Corp. Add 1.44% 5,071 0.08
≡ AAPL - Apple Inc. Add 0.93% 3,425 0.08
≡ VUG - Vanguard Growth ETF Buy 1,960 0.08
≡ DIS - Walt Disney Co. Buy 1,975 0.04
≡ TSCO - Tractor Supply Add 0.43% 889 0.03
≡ PEP - PepsiCo Inc. Buy 1,250 0.03
≡ TD - Toronto-Dominion Bank Buy 2,750 0.03
≡ TPR - Tapestry Inc. Buy 5,750 0.03
≡ XOM - Exxon Mobil Corp. Buy 2,500 0.03
≡ BA - Boeing Co. Add 63.46% 825 0.02
≡ KHC - Kraft Heinz Co. Add 57.14% 4,000 0.02
≡ BMY - Bristol-Myers Squibb Add 48.13% 2,250 0.02
≡ T - AT&T Inc. Add 16.00% 6,000 0.02
≡ JNJ - Johnson & Johnson Add 12.66% 725 0.02
≡ VZ - Verizon Communications Add 7.31% 1,566 0.01
≡ BX - Blackstone Group Add 6.98% 750 0.01
≡ ODFL - Old Dominion Freight Line Add 0.67% 566 0.01
≡ SPGI - S&P Global Inc. Add 0.02% 10 0.00