David Rolfe - Wedgewood Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2013
≡ CMI - Cummins Inc. Add 7.72% 118,650 0.35
≡ MNST - Monster Beverage Corp. Add 7.48% 781,158 0.18
≡ ESRX - Express Scripts Add 6.63% 253,665 0.37
≡ VRSK - Verisk Analytics Inc. Add 6.29% 149,661 0.20
≡ NOV - Nov Inc. Add 6.10% 99,826 0.17
≡ TPR - Tapestry Inc. Add 5.47% 166,063 0.19
≡ SLB - Schlumberger Ltd. Add 5.42% 99,884 0.19
≡ VAR - Varian Medical Systems Add 4.91% 106,632 0.17
≡ AAPL - Apple Inc. Add 4.71% 1,104,152 0.46
≡ PRGO - Perrigo Co. Add 4.70% 65,565 0.21
≡ GOOGL - Alphabet Inc. Add 4.48% 212,620 0.25
≡ V - Visa Inc. Add 4.27% 147,476 0.17
≡ CTSH - Cognizant Technology Solutions Add 3.30% 207,364 0.22
Q3  2013
≡ PRGO - Perrigo Co. Add 34.46% 357,212 1.06
≡ TPR - Tapestry Inc. Add 15.75% 413,403 0.54
≡ MNST - Monster Beverage Corp. Add 13.71% 1,260,006 0.26
≡ ESRX - Express Scripts Add 12.28% 418,534 0.62
≡ GOOGL - Alphabet Inc. Add 11.13% 475,540 0.50
≡ V - Visa Inc. Add 9.56% 301,176 0.35
≡ BRK.B - Berkshire Hathaway CL B Add 9.44% 212,165 0.58
≡ SRCL - Stericycle Inc. Add 9.34% 125,680 0.35
≡ NOV - Nov Inc. Add 8.21% 124,033 0.23
≡ QCOM - QUALCOMM Inc. Add 8.17% 301,469 0.49
≡ EMC - EMC Corp. Add 7.92% 736,723 0.45
≡ AXP - American Express Add 7.91% 101,749 0.18
≡ CMI - Cummins Inc. Add 6.73% 96,951 0.31
≡ VRSK - Verisk Analytics Inc. Add 6.40% 143,035 0.22
≡ SLB - Schlumberger Ltd. Add 6.31% 109,398 0.23
≡ AAPL - Apple Inc. Add 5.53% 1,228,892 0.50
≡ VAR - Varian Medical Systems Add 5.27% 108,856 0.19
≡ BKNG - Booking Holdings Inc. Add 3.31% 4,898 0.12
≡ GILD - Gilead Sciences Add 2.21% 54,402 0.08
≡ MTB - M&T Bank Corp. Buy 1,476,540 3.96
Q2  2013
≡ CTSH - Cognizant Technology Solutions Add 105.32% 3,905,936 3.53
≡ EMC - EMC Corp. Add 89.57% 4,395,752 3.00
≡ PRGO - Perrigo Co. Add 26.00% 213,867 0.75
≡ AAPL - Apple Inc. Add 24.36% 4,351,368 1.78
≡ NOV - Nov Inc. Add 23.81% 290,632 0.58
≡ QCOM - QUALCOMM Inc. Add 23.79% 709,103 1.25
≡ SLB - Schlumberger Ltd. Add 23.31% 327,802 0.68
≡ SRCL - Stericycle Inc. Add 22.92% 250,917 0.80
≡ CMI - Cummins Inc. Add 20.68% 246,910 0.77
≡ VRSK - Verisk Analytics Inc. Add 18.34% 346,626 0.60
≡ ESRX - Express Scripts Add 17.17% 499,619 0.89
≡ BRK.B - Berkshire Hathaway CL B Add 15.52% 302,003 0.98
≡ TPR - Tapestry Inc. Add 15.05% 343,224 0.57
≡ SCHW - Charles Schwab Corp. Add 13.84% 867,720 0.53
≡ VAR - Varian Medical Systems Add 12.98% 237,122 0.46
≡ V - Visa Inc. Add 12.85% 358,660 0.47
≡ BKNG - Booking Holdings Inc. Add 10.17% 13,679 0.33
≡ GILD - Gilead Sciences Add 9.22% 207,579 0.31
Q1  2013
≡ EMC - EMC Corp. Add 68.34% 1,992,288 1.63
≡ MNST - Monster Beverage Corp. Add 61.17% 4,091,694 1.12
≡ AAPL - Apple Inc. Add 58.91% 6,622,504 3.59
≡ SRCL - Stericycle Inc. Add 56.37% 394,714 1.43
≡ NOV - Nov Inc. Add 49.67% 405,051 0.98
≡ TPR - Tapestry Inc. Add 43.63% 692,818 1.19
≡ EXPD - Expeditors Int'l Add 40.75% 824,874 1.01
≡ PRGO - Perrigo Co. Add 40.27% 236,178 0.96
≡ ESRX - Express Scripts Add 37.88% 799,167 1.58
≡ QCOM - QUALCOMM Inc. Add 37.57% 814,157 1.87
≡ VRSK - Verisk Analytics Inc. Add 29.38% 429,119 0.91
≡ SLB - Schlumberger Ltd. Add 28.87% 315,059 0.81
≡ BKNG - Booking Holdings Inc. Add 28.37% 29,716 0.70
≡ V - Visa Inc. Add 27.69% 605,392 0.88
≡ GOOGL - Alphabet Inc. Add 23.54% 863,200 1.17
≡ VAR - Varian Medical Systems Add 23.43% 346,772 0.86
≡ CTSH - Cognizant Technology Solutions Add 22.98% 693,082 0.91
≡ BRK.B - Berkshire Hathaway CL B Add 2.91% 55,118 0.20
Q4  2012
≡ AAPL - Apple Inc. Add 65.40% 4,445,252 3.91
≡ NOV - Nov Inc. Add 41.77% 240,259 0.76
≡ PRGO - Perrigo Co. Add 35.89% 154,883 0.74
≡ VRSK - Verisk Analytics Inc. Add 35.13% 379,703 0.90
≡ SRCL - Stericycle Inc. Add 34.65% 180,193 0.78
≡ EMC - EMC Corp. Add 34.37% 745,599 0.87
≡ SCHW - Charles Schwab Corp. Add 31.81% 1,662,023 1.11
≡ SLB - Schlumberger Ltd. Add 31.21% 259,537 0.83
≡ QCOM - QUALCOMM Inc. Add 31.04% 513,269 1.47
≡ AXP - American Express Add 30.50% 355,200 0.95
≡ ESRX - Express Scripts Add 30.02% 487,115 1.22
≡ TPR - Tapestry Inc. Add 29.82% 364,803 0.94
≡ GILD - Gilead Sciences Add 29.15% 524,100 0.89
≡ CMI - Cummins Inc. Add 28.59% 268,595 1.35
≡ VAR - Varian Medical Systems Add 27.63% 320,353 1.04
≡ EXPD - Expeditors Int'l Add 27.14% 432,119 0.79
≡ CTSH - Cognizant Technology Solutions Add 25.72% 617,008 1.06
≡ BRK.B - Berkshire Hathaway CL B Add 24.08% 366,952 1.52
≡ GOOGL - Alphabet Inc. Add 13.39% 433,160 0.71
≡ V - Visa Inc. Add 3.95% 83,064 0.15
≡ BKNG - Booking Holdings Inc. Buy 104,729 3.01
≡ MNST - Monster Beverage Corp. Buy 6,689,514 2.73
Q3  2012
≡ CMI - Cummins Inc. Add 36.02% 248,828 1.46
≡ SRCL - Stericycle Inc. Add 16.76% 74,632 0.43
≡ VAR - Varian Medical Systems Add 15.16% 152,610 0.59
≡ EXPD - Expeditors Int'l Add 14.47% 201,286 0.47
≡ SCHW - Charles Schwab Corp. Add 14.36% 656,017 0.53
≡ QCOM - QUALCOMM Inc. Add 13.96% 202,553 0.81
≡ PRGO - Perrigo Co. Add 13.67% 51,901 0.38
≡ EMC - EMC Corp. Add 13.15% 252,212 0.44
≡ SLB - Schlumberger Ltd. Add 12.29% 91,010 0.42