David Rolfe - Wedgewood Partners

History Stock Activity Share change % change to portfolio
Q3  2012
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