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
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
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
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
Q4  2024
≡ IWF - iShares Russell 1000 Growth ETF Buy 3,874 0.31
Q3  2024
≡ EW - Edwards Lifesciences Corp. Add 1.36% 4,830 0.06
Q2  2024
≡ EW - Edwards Lifesciences Corp. Add 44.40% 108,976 1.46
Q1  2024
≡ UNH - United Health Group Inc. Add 22.28% 10,969 1.14
Q4  2023
≡ PYPL - PayPal Holdings Inc. Add 49.10% 171,607 2.10
≡ EW - Edwards Lifesciences Corp. Add 29.34% 56,855 1.03
≡ V - Visa Inc. Add 12.10% 14,382 0.83
Q3  2023
≡ ORLY - O'Reilly Automotive Buy 141,780 2.06
≡ IWF - iShares Russell 1000 Growth ETF Buy 1,339 0.09
Q2  2023
≡ PYPL - PayPal Holdings Inc. Add 46.13% 152,432 1.64
≡ USB - U.S. Bancorp Add 22.45% 11,325 0.06
≡ DIS - Walt Disney Co. Add 8.20% 250 0.00
≡ BX - Blackstone Group Add 4.69% 750 0.01
≡ BKNG - Booking Holdings Inc. Add 2.57% 5,725 0.10
≡ ODFL - Old Dominion Freight Line Add 1.10% 1,216 0.04
≡ JNJ - Johnson & Johnson Add 0.62% 30 0.00
≡ VZ - Verizon Communications Add 0.54% 115 0.00
≡ WBD - Warner Bros. Discovery Inc. Add 0.42% 69 0.00
≡ POOL - Pool Corp. Add 0.24% 107 0.01
≡ PEP - PepsiCo Inc. Buy 1,750 0.05
≡ VEA - Vanguard FTSE Developed ETF Buy 6,493 0.05
≡ AMZN - Amazon.com Inc. Buy 1,600 0.03
Q1  2023
≡ POOL - Pool Corp. Add 49.53% 14,783 0.86
≡ USB - U.S. Bancorp Add 41.89% 14,895 0.09
≡ F - Ford Motor Add 26.52% 3,275 0.01
≡ UNH - United Health Group Inc. Add 24.09% 14,606 1.17
≡ META - Meta Platforms Inc. Add 16.33% 26,148 0.94
≡ TSM - Taiwan Semiconductor S.A. Add 12.60% 37,827 0.60
≡ GOOGL - Alphabet Inc. Add 11.89% 37,745 0.66
≡ FRCB - First Republic Bank Add 9.64% 17,738 0.04
≡ PYPL - PayPal Holdings Inc. Add 6.51% 20,187 0.26
≡ BX - Blackstone Group Add 4.92% 750 0.01
≡ GOOG - Alphabet Inc. CL C Add 2.05% 1,647 0.03
≡ VZ - Verizon Communications Add 2.05% 425 0.00
≡ BKNG - Booking Holdings Inc. Add 1.84% 4,025 0.07
Q4  2022
≡ FRCB - First Republic Bank Add 22.04% 33,250 0.74
≡ WBD - Warner Bros. Discovery Inc. Add 9.04% 1,500 0.00
≡ BX - Blackstone Group Add 8.93% 1,250 0.02
≡ BRK.B - Berkshire Hathaway CL B Add 3.10% 600 0.03
≡ TSM - Taiwan Semiconductor S.A. Add 1.27% 3,767 0.05
≡ EW - Edwards Lifesciences Corp. Add 0.64% 2,133 0.03
≡ AAPL - Apple Inc. Add 0.32% 1,155 0.03
≡ ODFL - Old Dominion Freight Line Add 0.16% 178 0.00
≡ QQQ - Invesco Qqq Trust Series 1 Buy 2,825 0.14
≡ TPR - Tapestry Inc. Buy 5,750 0.04
≡ F - Ford Motor Buy 12,350 0.03
Q3  2022
≡ T - AT&T Inc. Add 66.67% 31,000 0.09
≡ DIS - Walt Disney Co. Add 43.48% 1,000 0.02
≡ BA - Boeing Co. Add 37.96% 1,025 0.02
≡ VZ - Verizon Communications Add 12.05% 2,500 0.02
≡ BX - Blackstone Group Add 9.80% 1,250 0.02
≡ USB - U.S. Bancorp Add 7.29% 2,500 0.02
≡ KHC - Kraft Heinz Co. Add 6.82% 750 0.00
≡ NLY - Annaly Capital Management Inc. Add 6.15% 1,249 0.00
≡ WBD - Warner Bros. Discovery Inc. Add 0.62% 103 0.00
≡ XOM - Exxon Mobil Corp. Buy 2,375 0.04
Q2  2022
≡ ODFL - Old Dominion Freight Line Add 37.17% 31,446 0.70
≡ BA - Boeing Co. Add 27.06% 575 0.01