David Rolfe - Wedgewood Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ TSM - Taiwan Semiconductor S.A. Reduce 3.78% 9,304 0.36
≡ MSFT - Microsoft Corp. Reduce 3.93% 2,665 0.22
≡ META - Meta Platforms Inc. Reduce 3.97% 3,291 0.38
≡ TSCO - Tractor Supply Reduce 4.04% 20,189 0.21
≡ ORLY - O'Reilly Automotive Reduce 4.06% 358 0.08
≡ GOOGL - Alphabet Inc. Reduce 4.07% 10,488 0.39
≡ SPGI - S&P Global Inc. Reduce 4.19% 1,022 0.10
≡ CPRT - Copart Inc. Reduce 4.22% 21,506 0.24
≡ V - Visa Inc. Reduce 4.29% 5,439 0.34
≡ MSI - Motorola Solutions Inc. Reduce 4.43% 2,619 0.24
≡ BKNG - Booking Holdings Inc. Reduce 4.45% 271 0.27
≡ UNH - United Health Group Inc. Reduce 4.57% 2,651 0.26
≡ AAPL - Apple Inc. Reduce 4.61% 7,925 0.39
≡ ODFL - Old Dominion Freight Line Reduce 4.84% 2,922 0.10
≡ PYPL - PayPal Holdings Inc. Reduce 5.16% 25,555 0.43
≡ EW - Edwards Lifesciences Corp. Reduce 5.52% 19,821 0.29
≡ CDW - CDW Corp. Reduce 5.64% 5,404 0.19
≡ POOL - Pool Corp. Reduce 11.10% 3,722 0.25
≡ TPL - Texas Pacific Land Corp. Sell 100.00% 13,191 3.27
Q3  2024
≡ CDW - CDW Corp. Reduce 0.65% 628 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.67% 1,656 0.06
≡ POOL - Pool Corp. Reduce 0.67% 227 0.01
≡ ORLY - O'Reilly Automotive Reduce 0.73% 65 0.01
≡ ODFL - Old Dominion Freight Line Reduce 0.83% 502 0.02
≡ BKNG - Booking Holdings Inc. Reduce 0.94% 58 0.05
≡ AAPL - Apple Inc. Reduce 1.01% 1,758 0.07
≡ SPGI - S&P Global Inc. Reduce 1.06% 262 0.02
≡ META - Meta Platforms Inc. Reduce 1.12% 940 0.10
≡ CPRT - Copart Inc. Reduce 1.21% 6,240 0.07
≡ GOOGL - Alphabet Inc. Reduce 1.28% 3,332 0.11
≡ TPL - Texas Pacific Land Corp. Reduce 1.29% 172 0.04
≡ V - Visa Inc. Reduce 1.34% 1,720 0.10
≡ UNH - United Health Group Inc. Reduce 1.50% 885 0.10
≡ PYPL - PayPal Holdings Inc. Reduce 1.56% 7,828 0.12
≡ MSFT - Microsoft Corp. Reduce 1.57% 1,086 0.08
≡ TSCO - Tractor Supply Reduce 1.61% 8,155 0.08
≡ MSI - Motorola Solutions Inc. Reduce 2.04% 1,232 0.11
Q2  2024
≡ POOL - Pool Corp. Reduce 1.62% 557 0.04
≡ TSCO - Tractor Supply Reduce 2.02% 10,480 0.11
≡ SPGI - S&P Global Inc. Reduce 2.02% 507 0.05
≡ PYPL - PayPal Holdings Inc. Reduce 2.06% 10,585 0.14
≡ CPRT - Copart Inc. Reduce 2.09% 11,030 0.11
≡ UNH - United Health Group Inc. Reduce 2.11% 1,273 0.15
≡ CDW - CDW Corp. Reduce 2.16% 2,131 0.09
≡ BKNG - Booking Holdings Inc. Reduce 2.29% 144 0.10
≡ ODFL - Old Dominion Freight Line Reduce 2.29% 1,424 0.06
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.32% 5,879 0.20
≡ V - Visa Inc. Reduce 2.32% 3,043 0.16
≡ ORLY - O'Reilly Automotive Reduce 2.32% 211 0.05
≡ MSFT - Microsoft Corp. Reduce 2.33% 1,645 0.14
≡ TPL - Texas Pacific Land Corp. Reduce 2.45% 336 0.06
≡ META - Meta Platforms Inc. Reduce 2.48% 2,134 0.22
≡ GOOGL - Alphabet Inc. Reduce 2.53% 6,769 0.22
≡ AAPL - Apple Inc. Reduce 2.71% 4,834 0.21
≡ MSI - Motorola Solutions Inc. Reduce 24.88% 19,983 1.68
Q1  2024
≡ AAPL - Apple Inc. Reduce 1.17% 2,110 0.08
≡ GOOGL - Alphabet Inc. Reduce 1.35% 3,675 0.13
≡ V - Visa Inc. Reduce 1.37% 1,822 0.10
≡ PYPL - PayPal Holdings Inc. Reduce 1.41% 7,322 0.09
≡ MSFT - Microsoft Corp. Reduce 1.52% 1,091 0.09
≡ TSCO - Tractor Supply Reduce 1.54% 8,105 0.09
≡ ODFL - Old Dominion Freight Line Reduce 1.58% 1,000 0.04
≡ POOL - Pool Corp. Reduce 1.72% 599 0.05
≡ SPGI - S&P Global Inc. Reduce 1.77% 454 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.85% 4,792 0.15
≡ CDW - CDW Corp. Reduce 1.94% 1,946 0.09
≡ ORLY - O'Reilly Automotive Reduce 1.94% 180 0.04
≡ BKNG - Booking Holdings Inc. Reduce 1.95% 125 0.09
≡ EW - Edwards Lifesciences Corp. Reduce 2.07% 5,201 0.09
≡ CPRT - Copart Inc. Reduce 2.22% 11,954 0.13
≡ MSI - Motorola Solutions Inc. Reduce 2.34% 1,928 0.14
≡ TPL - Texas Pacific Land Corp. Reduce 3.05% 431 0.05
≡ META - Meta Platforms Inc. Reduce 15.86% 16,198 1.56
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 1,552 0.05
Q4  2023
≡ TPL - Texas Pacific Land Corp. Reduce 1.49% 213 0.02
≡ ORLY - O'Reilly Automotive Reduce 1.84% 174 0.04
≡ UNH - United Health Group Inc. Reduce 1.89% 947 0.10
≡ TSCO - Tractor Supply Reduce 2.07% 11,110 0.11
≡ CPRT - Copart Inc. Reduce 2.26% 12,484 0.13
≡ BKNG - Booking Holdings Inc. Reduce 2.31% 152 0.12
≡ ODFL - Old Dominion Freight Line Reduce 2.31% 1,494 0.07
≡ SPGI - S&P Global Inc. Reduce 2.45% 642 0.06
≡ AAPL - Apple Inc. Reduce 2.59% 4,805 0.19
≡ MSFT - Microsoft Corp. Reduce 2.67% 1,966 0.17
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.78% 7,389 0.20
≡ POOL - Pool Corp. Reduce 2.79% 1,001 0.08
≡ GOOGL - Alphabet Inc. Reduce 2.85% 7,951 0.24
≡ MSI - Motorola Solutions Inc. Reduce 23.27% 24,950 1.67
≡ CDW - CDW Corp. Reduce 24.03% 31,806 1.59
≡ META - Meta Platforms Inc. Reduce 26.27% 36,390 3.52
≡ IWF - iShares Russell 1000 Growth ETF Sell 100.00% 1,339 0.09
Q3  2023
≡ META - Meta Platforms Inc. Reduce 17.19% 28,755 2.07
≡ GOOGL - Alphabet Inc. Reduce 18.46% 63,208 1.98
≡ POOL - Pool Corp. Reduce 19.72% 8,822 0.75
≡ TSM - Taiwan Semiconductor S.A. Reduce 21.36% 72,194 1.50
≡ CPRT - Copart Inc. Reduce 23.17% 166,365 1.72
≡ CDW - CDW Corp. Reduce 23.48% 40,622 1.96
≡ PYPL - PayPal Holdings Inc. Reduce 27.62% 133,356 1.87
≡ BKNG - Booking Holdings Inc. Reduce 28.11% 2,567 1.89
≡ SPGI - S&P Global Inc. Reduce 29.02% 10,733 0.94