David Rolfe - Wedgewood Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ ODFL - Old Dominion Freight Line Add 35.58% 31,504 0.92
≡ CDW - CDW Corp. Add 26.01% 31,347 0.80
≡ MSI - Motorola Solutions Inc. Add 24.61% 14,167 1.01
≡ CB - Chubb Limited Buy 56,526 3.29
≡ AMZN - Amazon.com Inc. Buy 58,266 2.51
≡ IWF - iShares Russell 1000 Growth ETF Buy 12,019 1.06
≡ BKNG - Booking Holdings Inc. Reduce 1.41% 2,075 0.08
≡ URI - United Rentals Reduce 1.53% 411 0.06
≡ ORLY - O'Reilly Automotive Reduce 1.53% 2,942 0.05
≡ TSCO - Tractor Supply Reduce 1.81% 8,887 0.08
≡ META - Meta Platforms Inc. Reduce 2.07% 1,459 0.18
≡ EW - Edwards Lifesciences Corp. Reduce 2.07% 3,819 0.06
≡ MSFT - Microsoft Corp. Reduce 2.16% 1,712 0.15
≡ CPRT - Copart Inc. Reduce 2.20% 10,935 0.08
≡ V - Visa Inc. Reduce 2.21% 1,969 0.13
≡ TSM - Taiwan Semiconductor S.A. Reduce 2.44% 4,621 0.26
≡ SPGI - S&P Global Inc. Reduce 2.76% 960 0.09
≡ AAPL - Apple Inc. Reduce 14.36% 23,970 1.22
≡ ZTS - Zoetis Inc. Reduce 17.90% 22,821 0.54
≡ GOOGL - Alphabet Inc. Reduce 20.90% 43,319 2.53
≡ PYPL - PayPal Holdings Inc. Reduce 55.45% 268,751 2.93
≡ POOL - Pool Corp. Sell 100.00% 32,322 1.83
Q3  2025
≡ BKNG - Booking Holdings Inc. Add 4.33% 6,125 0.24
≡ V - Visa Inc. Add 4.11% 3,517 0.22
≡ PYPL - PayPal Holdings Inc. Add 4.04% 18,810 0.23
≡ CDW - CDW Corp. Add 3.79% 4,401 0.13
≡ ODFL - Old Dominion Freight Line Add 3.78% 3,227 0.08
≡ EW - Edwards Lifesciences Corp. Add 3.74% 6,667 0.09
≡ SPGI - S&P Global Inc. Add 3.71% 1,242 0.11
≡ TSCO - Tractor Supply Add 3.63% 17,144 0.18
≡ MSI - Motorola Solutions Inc. Add 3.54% 1,966 0.16
≡ ORLY - O'Reilly Automotive Add 3.49% 6,458 0.13
≡ CPRT - Copart Inc. Add 3.48% 16,729 0.14
≡ POOL - Pool Corp. Add 3.45% 1,078 0.06
≡ MSFT - Microsoft Corp. Add 3.40% 2,603 0.25
≡ ZTS - Zoetis Inc. Add 3.39% 4,179 0.11
≡ META - Meta Platforms Inc. Add 3.31% 2,264 0.30
≡ URI - United Rentals Add 3.31% 862 0.15
≡ AAPL - Apple Inc. Add 3.11% 5,033 0.23
≡ GOOGL - Alphabet Inc. Add 2.95% 5,929 0.26
≡ TSM - Taiwan Semiconductor S.A. Reduce 4.16% 8,218 0.42
Q2  2025
≡ URI - United Rentals Add 4.97% 1,234 0.21
≡ ODFL - Old Dominion Freight Line Add 3.58% 2,949 0.08
≡ POOL - Pool Corp. Add 3.20% 968 0.06
≡ CDW - CDW Corp. Add 0.75% 859 0.03
≡ ZTS - Zoetis Inc. Buy 123,343 3.63
≡ MSFT - Microsoft Corp. Reduce 0.72% 556 0.06
≡ TSCO - Tractor Supply Reduce 1.52% 7,299 0.08
≡ CPRT - Copart Inc. Reduce 1.66% 8,116 0.07
≡ PYPL - PayPal Holdings Inc. Reduce 1.67% 7,934 0.10
≡ META - Meta Platforms Inc. Reduce 1.76% 1,223 0.18
≡ MSI - Motorola Solutions Inc. Reduce 1.76% 998 0.09
≡ SPGI - S&P Global Inc. Reduce 1.79% 609 0.07
≡ ORLY - O'Reilly Automotive Reduce 1.95% 3,685 0.07
≡ AAPL - Apple Inc. Reduce 1.96% 3,236 0.13
≡ BKNG - Booking Holdings Inc. Reduce 2.68% 3,900 0.17
≡ V - Visa Inc. Reduce 4.55% 4,085 0.27
≡ EW - Edwards Lifesciences Corp. Reduce 7.19% 13,784 0.21
≡ TSM - Taiwan Semiconductor S.A. Reduce 16.60% 39,313 1.82
≡ GOOGL - Alphabet Inc. Reduce 18.81% 46,625 1.76
≡ UNH - United Health Group Inc. Sell 100.00% 10,302 0.64
≡ IWF - iShares Russell 1000 Growth ETF Sell 100.00% 7,588 0.61
Q1  2025
≡ IWF - iShares Russell 1000 Growth ETF Add 95.87% 3,714 0.30
≡ ORLY - O'Reilly Automotive Add 48.78% 61,935 1.10
≡ SPGI - S&P Global Inc. Add 45.94% 10,731 1.11
≡ ODFL - Old Dominion Freight Line Add 43.49% 24,965 0.86
≡ CDW - CDW Corp. Add 27.44% 24,817 0.95
≡ MSFT - Microsoft Corp. Add 18.31% 11,942 1.09
≡ POOL - Pool Corp. Add 1.56% 466 0.03
≡ PYPL - PayPal Holdings Inc. Add 0.84% 3,946 0.06
≡ AAPL - Apple Inc. Add 0.75% 1,236 0.05
≡ GOOGL - Alphabet Inc. Add 0.36% 893 0.03
≡ MSI - Motorola Solutions Inc. Add 0.18% 99 0.01
≡ TSCO - Tractor Supply Add 0.10% 469 0.00
≡ URI - United Rentals Buy 24,829 3.57
≡ CPRT - Copart Inc. Reduce 0.01% 26 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.01% 15 0.00
≡ BKNG - Booking Holdings Inc. Reduce 0.09% 125 0.01
≡ META - Meta Platforms Inc. Reduce 12.57% 10,004 1.33
≡ V - Visa Inc. Reduce 26.00% 31,511 2.26
≡ EW - Edwards Lifesciences Corp. Reduce 43.49% 147,618 2.29
≡ UNH - United Health Group Inc. Reduce 81.40% 45,082 2.80
Q4  2024
≡ IWF - iShares Russell 1000 Growth ETF Buy 3,874 0.31
≡ 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% 5,370 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% 6,775 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