David Rolfe - Wedgewood Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q4  2025 | ≡ | 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 | ≡ | TSM - Taiwan Semiconductor S.A. | Reduce 4.16% | 8,218 | 0.42 |
| Q2  2025 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | POOL - Pool Corp. | Reduce 11.10% | 3,722 | 0.25 | ≡ | TPL - Texas Pacific Land Corp. | Sell 100.00% | 39,573 | 3.27 |
| Q3  2024 | ≡ | CDW - CDW Corp. | Reduce 0.65% | 628 | 0.02 | ≡ | TSM - Taiwan Semiconductor S.A. | Reduce 0.67% | 1,656 | 0.06 | ≡ | POOL - Pool Corp. | Reduce 0.67% | 227 | 0.01 | ≡ | ORLY - O'Reilly Automotive | Reduce 0.73% | 975 | 0.01 | ≡ | ODFL - Old Dominion Freight Line | Reduce 0.83% | 502 | 0.02 | ≡ | BKNG - Booking Holdings Inc. | Reduce 0.94% | 1,450 | 0.05 | ≡ | AAPL - Apple Inc. | Reduce 1.01% | 1,758 | 0.07 | ≡ | SPGI - S&P Global Inc. | Reduce 1.06% | 262 | 0.02 | ≡ | META - Meta Platforms Inc. | Reduce 1.12% | 940 | 0.10 | ≡ | CPRT - Copart Inc. | Reduce 1.21% | 6,240 | 0.07 | ≡ | GOOGL - Alphabet Inc. | Reduce 1.28% | 3,332 | 0.11 | ≡ | TPL - Texas Pacific Land Corp. | Reduce 1.29% | 516 | 0.04 | ≡ | V - Visa Inc. | Reduce 1.34% | 1,720 | 0.10 | ≡ | UNH - United Health Group Inc. | Reduce 1.50% | 885 | 0.10 | ≡ | PYPL - PayPal Holdings Inc. | Reduce 1.56% | 7,828 | 0.12 | ≡ | MSFT - Microsoft Corp. | Reduce 1.57% | 1,086 | 0.08 | ≡ | TSCO - Tractor Supply | Reduce 1.61% | 8,155 | 0.08 | ≡ | MSI - Motorola Solutions Inc. | Reduce 2.04% | 1,232 | 0.11 |
| Q2  2024 | ≡ | POOL - Pool Corp. | Reduce 1.62% | 557 | 0.04 | ≡ | TSCO - Tractor Supply | Reduce 2.02% | 10,480 | 0.11 | ≡ | SPGI - S&P Global Inc. | Reduce 2.02% | 507 | 0.05 | ≡ | PYPL - PayPal Holdings Inc. | Reduce 2.06% | 10,585 | 0.14 | ≡ | CPRT - Copart Inc. | Reduce 2.09% | 11,030 | 0.11 | ≡ | UNH - United Health Group Inc. | Reduce 2.11% | 1,273 | 0.15 | ≡ | CDW - CDW Corp. | Reduce 2.16% | 2,131 | 0.09 | ≡ | BKNG - Booking Holdings Inc. | Reduce 2.29% | 3,600 | 0.10 | ≡ | ODFL - Old Dominion Freight Line | Reduce 2.29% | 1,424 | 0.06 | ≡ | TSM - Taiwan Semiconductor S.A. | Reduce 2.32% | 5,879 | 0.20 | ≡ | V - Visa Inc. | Reduce 2.32% | 3,043 | 0.16 | ≡ | ORLY - O'Reilly Automotive | Reduce 2.32% | 3,165 | 0.05 | ≡ | MSFT - Microsoft Corp. | Reduce 2.33% | 1,645 | 0.14 | ≡ | TPL - Texas Pacific Land Corp. | Reduce 2.45% | 1,008 | 0.06 | ≡ | META - Meta Platforms Inc. | Reduce 2.48% | 2,134 | 0.22 | ≡ | GOOGL - Alphabet Inc. | Reduce 2.53% | 6,769 | 0.22 | ≡ | AAPL - Apple Inc. | Reduce 2.71% | 4,834 | 0.21 | ≡ | MSI - Motorola Solutions Inc. | Reduce 24.88% | 19,983 | 1.68 |
| Q1  2024 | ≡ | AAPL - Apple Inc. | Reduce 1.17% | 2,110 | 0.08 | ≡ | GOOGL - Alphabet Inc. | Reduce 1.35% | 3,675 | 0.13 | ≡ | V - Visa Inc. | Reduce 1.37% | 1,822 | 0.10 | ≡ | PYPL - PayPal Holdings Inc. | Reduce 1.41% | 7,322 | 0.09 | ≡ | MSFT - Microsoft Corp. | Reduce 1.52% | 1,091 | 0.09 |