David Rolfe - Wedgewood Partners

History Stock Activity ▼ Share change % change to portfolio
Q2  2015
≡ TPR - Tapestry Inc. Add 4.85% 505,644 0.23
≡ SRCL - Stericycle Inc. Add 4.68% 69,779 0.13
≡ SLB - Schlumberger Ltd. Add 1.42% 60,505 0.07
≡ AAPL - Apple Inc. Add 0.40% 70,064 0.03
Q1  2015
≡ NOV - Nov Inc. Add 46.66% 2,214,833 1.49
≡ QCOM - QUALCOMM Inc. Add 15.36% 1,267,646 1.18
≡ MTB - M&T Bank Corp. Add 15.04% 457,717 0.78
≡ CLB - Core Laboratories Inc. Add 13.87% 307,944 0.43
≡ GOOGL - Alphabet Inc. Add 8.61% 536,960 0.20
≡ LKQ - LKQ Corp. Add 6.31% 594,781 0.20
≡ TPR - Tapestry Inc. Add 4.77% 474,699 0.26
≡ CMI - Cummins Inc. Add 4.76% 74,417 0.14
≡ BKNG - Booking Holdings Inc. Add 4.34% 9,665 0.15
≡ SLB - Schlumberger Ltd. Add 3.00% 124,081 0.14
≡ EMC - EMC Corp. Add 2.98% 238,584 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 2.24% 89,529 0.17
≡ VRSK - Verisk Analytics Inc. Add 2.12% 87,154 0.08
≡ PRGO - Perrigo Co. Add 2.06% 29,953 0.07
≡ AAPL - Apple Inc. Add 0.81% 139,924 0.06
≡ ESRX - Express Scripts Add 0.04% 2,366 0.00
Q4  2014
≡ NOV - Nov Inc. Add 103.53% 2,414,308 2.13
≡ SLB - Schlumberger Ltd. Add 80.07% 1,840,183 2.12
≡ GOOGL - Alphabet Inc. Add 29.54% 1,422,020 0.51
≡ QCOM - QUALCOMM Inc. Add 24.36% 1,616,816 1.62
≡ VRSK - Verisk Analytics Inc. Add 19.31% 664,813 0.57
≡ TPR - Tapestry Inc. Add 16.73% 1,427,563 0.72
≡ BKNG - Booking Holdings Inc. Add 15.74% 30,250 0.47
≡ CMI - Cummins Inc. Add 14.84% 202,080 0.39
≡ MTB - M&T Bank Corp. Add 14.82% 392,800 0.67
≡ VAR - Varian Medical Systems Add 12.50% 354,022 0.41
≡ LKQ - LKQ Corp. Add 12.45% 1,043,199 0.40
≡ SRCL - Stericycle Inc. Add 12.12% 306,418 0.54
≡ ESRX - Express Scripts Add 11.12% 662,707 0.76
≡ CTSH - Cognizant Technology Solutions Add 10.71% 957,560 0.68
≡ V - Visa Inc. Add 10.17% 411,536 0.36
≡ MJN - Mead Johnson Nutrition Co. Add 9.26% 221,677 0.30
≡ CLB - Core Laboratories Inc. Buy 2,220,875 3.60
Q3  2014
≡ LKQ - LKQ Corp. Add 54.93% 2,970,927 1.28
≡ QCOM - QUALCOMM Inc. Add 35.51% 1,739,291 2.10
≡ CTSH - Cognizant Technology Solutions Add 26.08% 1,850,129 1.34
≡ CMI - Cummins Inc. Add 13.28% 159,595 0.34
≡ BKNG - Booking Holdings Inc. Add 9.73% 17,039 0.32
≡ GOOGL - Alphabet Inc. Add 9.02% 398,040 0.19
≡ VAR - Varian Medical Systems Add 8.87% 230,782 0.30
≡ MTB - M&T Bank Corp. Add 8.85% 215,571 0.43
≡ TPR - Tapestry Inc. Add 8.76% 687,095 0.40
≡ ESRX - Express Scripts Add 7.79% 430,795 0.49
≡ VRSK - Verisk Analytics Inc. Add 7.03% 226,162 0.22
≡ V - Visa Inc. Add 6.78% 256,920 0.22
≡ SLB - Schlumberger Ltd. Add 6.41% 138,449 0.23
≡ NOV - Nov Inc. Add 6.19% 135,968 0.17
≡ SRCL - Stericycle Inc. Add 5.67% 135,802 0.26
≡ BRK.B - Berkshire Hathaway CL B Add 4.60% 186,103 0.42
≡ EMC - EMC Corp. Add 4.37% 610,573 0.29
≡ PRGO - Perrigo Co. Add 2.64% 45,929 0.11
≡ MJN - Mead Johnson Nutrition Co. Add 0.52% 12,270 0.02
Q2  2014
≡ TPR - Tapestry Inc. Add 120.37% 4,286,022 2.56
≡ V - Visa Inc. Add 55.23% 1,348,780 1.24
≡ BKNG - Booking Holdings Inc. Add 34.50% 44,942 0.94
≡ PRGO - Perrigo Co. Add 16.57% 247,620 0.63
≡ VRSK - Verisk Analytics Inc. Add 12.39% 354,596 0.37
≡ ESRX - Express Scripts Add 11.43% 566,837 0.69
≡ GOOGL - Alphabet Inc. Add 11.41% 452,160 0.23
≡ NOV - Nov Inc. Add 11.00% 217,545 0.31
≡ EMC - EMC Corp. Add 8.46% 1,089,195 0.50
≡ SRCL - Stericycle Inc. Add 7.93% 175,803 0.36
≡ CTSH - Cognizant Technology Solutions Add 6.42% 427,858 0.36
≡ LKQ - LKQ Corp. Add 6.24% 317,890 0.15
≡ VAR - Varian Medical Systems Add 5.96% 146,258 0.21
≡ QCOM - QUALCOMM Inc. Add 4.72% 220,710 0.31
≡ MTB - M&T Bank Corp. Add 4.69% 109,078 0.24
≡ SLB - Schlumberger Ltd. Add 3.25% 67,981 0.14
≡ MJN - Mead Johnson Nutrition Co. Add 2.87% 66,509 0.11
≡ GOOG - Alphabet Inc. CL C Add 0.17% 6,820 0.00
≡ DNOW - NOW Inc. Buy 478,947 0.30
Q1  2014
≡ BRK.B - Berkshire Hathaway CL B Add 61.09% 1,648,861 3.82
≡ SRCL - Stericycle Inc. Add 38.37% 614,908 1.29
≡ ESRX - Express Scripts Add 21.53% 878,799 1.22
≡ NOV - Nov Inc. Add 14.04% 243,525 0.35
≡ VRSK - Verisk Analytics Inc. Add 13.17% 333,057 0.37
≡ TPR - Tapestry Inc. Add 11.15% 357,319 0.33
≡ AAPL - Apple Inc. Add 9.19% 2,255,148 0.80
≡ MTB - M&T Bank Corp. Add 9.12% 194,391 0.44
≡ VAR - Varian Medical Systems Add 7.72% 175,963 0.27
≡ SLB - Schlumberger Ltd. Add 7.64% 148,569 0.27
≡ CMI - Cummins Inc. Add 7.30% 120,972 0.33
≡ BKNG - Booking Holdings Inc. Add 6.44% 7,876 0.17
≡ QCOM - QUALCOMM Inc. Add 6.38% 280,493 0.41
≡ GILD - Gilead Sciences Add 5.90% 106,303 0.14
≡ EMC - EMC Corp. Add 5.03% 616,813 0.31
≡ CTSH - Cognizant Technology Solutions Add 2.79% 180,641 0.17
≡ PRGO - Perrigo Co. Add 2.43% 35,500 0.10
≡ MJN - Mead Johnson Nutrition Co. Buy 2,315,336 3.56
≡ LKQ - LKQ Corp. Buy 5,090,458 2.48
Q4  2013
≡ MTB - M&T Bank Corp. Add 44.39% 655,401 1.59
≡ EMC - EMC Corp. Add 22.11% 2,219,922 1.16
≡ QCOM - QUALCOMM Inc. Add 10.14% 404,940 0.63
≡ BRK.B - Berkshire Hathaway CL B Add 9.70% 238,587 0.59
≡ SRCL - Stericycle Inc. Add 8.90% 130,908 0.32
≡ AXP - American Express Add 8.11% 112,609 0.21