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