David Rolfe - Wedgewood Partners
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q3  2012 | ≡ | SLB - Schlumberger Ltd. | Add 12.29% | 91,010 | 0.42 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 11.99% | 163,178 | 0.92 | ≡ | CTSH - Cognizant Technology Solutions | Add 11.87% | 254,492 | 0.57 | ≡ | ESRX - Express Scripts | Add 11.11% | 162,297 | 0.65 | ≡ | V - Visa Inc. | Add 9.97% | 190,788 | 0.41 | ≡ | AAPL - Apple Inc. | Add 9.29% | 577,584 | 0.88 | ≡ | TPR - Tapestry Inc. | Buy | 1,223,191 | 4.37 |
Q2  2012 | ≡ | EXPD - Expeditors Int'l | Add 123.88% | 769,678 | 2.29 | ≡ | NOV - Nov Inc. | Add 60.76% | 255,844 | 1.27 | ≡ | CTSH - Cognizant Technology Solutions | Add 58.74% | 793,400 | 1.83 | ≡ | VAR - Varian Medical Systems | Add 54.04% | 353,218 | 1.65 | ≡ | CMI - Cummins Inc. | Add 37.16% | 187,139 | 1.40 | ≡ | QCOM - QUALCOMM Inc. | Add 32.54% | 356,279 | 1.52 | ≡ | SLB - Schlumberger Ltd. | Add 32.31% | 180,885 | 0.90 | ≡ | SCHW - Charles Schwab Corp. | Add 13.34% | 537,644 | 0.53 | ≡ | SRCL - Stericycle Inc. | Add 12.43% | 49,235 | 0.35 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 10.56% | 130,035 | 0.83 | ≡ | EMC - EMC Corp. | Add 10.19% | 177,310 | 0.35 | ≡ | GOOGL - Alphabet Inc. | Add 9.99% | 302,640 | 0.67 | ≡ | ESRX - Express Scripts | Add 8.71% | 117,053 | 0.50 | ≡ | AXP - American Express | Add 7.55% | 90,922 | 0.41 | ≡ | AAPL - Apple Inc. | Add 7.54% | 436,268 | 0.70 | ≡ | VRSK - Verisk Analytics Inc. | Add 7.40% | 93,680 | 0.35 | ≡ | GILD - Gilead Sciences | Add 6.56% | 156,970 | 0.31 |
Q1  2012 | ≡ | GOOGL - Alphabet Inc. | Add 73.45% | 1,283,440 | 3.33 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 68.53% | 500,547 | 3.29 | ≡ | EXPD - Expeditors Int'l | Add 47.92% | 201,298 | 0.76 | ≡ | SRCL - Stericycle Inc. | Add 40.15% | 113,484 | 0.77 | ≡ | TEVA - Teva Pharmaceutical Industries Ltd. | Add 37.06% | 318,337 | 1.16 | ≡ | NOV - Nov Inc. | Add 34.40% | 107,772 | 0.69 | ≡ | VAR - Varian Medical Systems | Add 33.12% | 162,638 | 0.91 | ≡ | SLB - Schlumberger Ltd. | Add 32.49% | 137,270 | 0.78 | ≡ | VRSK - Verisk Analytics Inc. | Add 30.86% | 298,503 | 1.13 | ≡ | CTSH - Cognizant Technology Solutions | Add 30.84% | 318,414 | 0.99 | ≡ | EMC - EMC Corp. | Add 30.75% | 409,243 | 0.99 | ≡ | QCOM - QUALCOMM Inc. | Add 29.43% | 248,952 | 1.37 | ≡ | AXP - American Express | Add 29.41% | 273,799 | 1.28 | ≡ | CMI - Cummins Inc. | Add 28.08% | 110,400 | 1.07 | ≡ | V - Visa Inc. | Add 5.37% | 121,776 | 0.29 | ≡ | PRGO - Perrigo Co. | Add 4.41% | 19,101 | 0.16 | ≡ | ESRX - Express Scripts | Add 4.36% | 56,134 | 0.25 | ≡ | AAPL - Apple Inc. | Add 0.91% | 52,248 | 0.09 | ≡ | SCHW - Charles Schwab Corp. | Buy | 4,031,350 | 4.68 |