David Rolfe Portfolio
Wedgewood Partners Inc
David Rolfe Portfolio
David Rolfe Latest Portfolio Holdings (19)
Updated Aug 13, 2024
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price | Quarter End Price | Total Value |
|---|---|---|---|---|---|---|
 Services Computer Programming Data Processing Etc
| 8.82% | Sold 2.48% | 84K | $193.62 | $504.68 160.65 % | $43M |
 Services Computer Programming Data Processing Etc
| 8.64% | Sold 2.53% | 261K | $93.99 | $182.99 94.69 % | $42M |
 Semiconductors Related Devices
| 8.48% | Sold 2.32% | 248K | $110.40 | $172.33 56.10 % | $42M |
 Electronic Computers
| 7.70% | Sold 2.71% | 174K | $80.95 | $216.75 167.76 % | $38M |
 Services Business Services Nec
| 6.81% | Sold 2.32% | 128K | $133.45 | $263.24 97.26 % | $33M |
 Hospital Medical Service Plans
| 6.80% | Sold 2.11% | 59K | $435.70 | $494.65 13.53 % | $33M |
 Services Business Services Nec
| 6.52% | Sold 2.06% | 503K | $67.80 | $57.81 -14.73 % | $32M |
 Services Prepackaged Software
| 5.73% | Sold 2.33% | 69K | $194.28 | $456.73 135.09 % | $28M |
 Retail Building Materials Hardware Garden Supply
| 5.44% | Sold 2.02% | 102K | $71.18 | $267.74 276.14 % | $27M |
FAQs
What stocks does David Rolfe own?
- According to David Rolfe' s most recent 13F filings in Aug, 2024, top 5 holdings in David Rolfe's (Wedgewood Partners Inc) portfolio are Meta Platforms Inc (META)(8.82%), Alphabet Inc (GOOGL)(8.64%), Taiwan Semiconductor Mfg Ltd (TSM)(8.48%), Apple Inc (AAPL)(7.70%), and Visa Inc (V)(6.81%).
What stocks did David Rolfe Buy recently?
- David Rolfe(Wedgewood Partners Inc) recently bought and Edwards Lifesciences Corp (EW).
What stocks did David Rolfe Sell recently?
- According to David Rolfe' s most recent 13F filings in Aug, 2024, no new stock sells were reported.