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David Rolfe

David Rolfe

Wedgewood Partners Inc

·

CIK

859804

Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.

13 Aug 2024

Last Update

AUM
$490.07M
Holdings
19
ROI %
22.86%
QoQ%
-1.87%
Avg. Holding Period
3y

Select from companies owned by David Rolfe

Chart

Ownership

Trade Activity

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Discover the most recent trades made by this Billionaire.

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Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form

AAPL

AAPL

Sell

4,834
$217.53
173.54K
Q2 2024
13 Aug 2024
13F-HR

AAPL

AAPL

Sell

2,110
$189.72
178.37K
Q1 2024
16 May 2024
13F-HR

AAPL

AAPL

Sell

4,805
$185.04
180.48K
Q4 2023
14 Feb 2024
13F-HR

AAPL

AAPL

Sell

144,673
$171.21
185.29K
Q3 2023
14 Nov 2023
13F-HR

AAPL

AAPL

Sell

26,923
$193.97
329.96K
Q2 2023
14 Aug 2023
13F-HR

AAPL

AAPL

Sell

4,817
$164.9
356.88K
Q1 2023
15 May 2023
13F-HR

AAPL

AAPL

Buy

1,155
$129.93
361.7K
Q4 2022
14 Feb 2023
13F-HR

AAPL

AAPL

Sell

6,728
$138.2
360.55K
Q3 2022
14 Nov 2022
13F-HR

AAPL

AAPL

Sell

3,416
$136.72
367.27K
Q2 2022
15 Aug 2022
13F-HR

AAPL

AAPL

Buy

3,425
$174.61
370.69K
Q1 2022
16 May 2022
13F-HR

AAPL

AAPL

Sell

8,101
$177.57
367.27K
Q4 2021
14 Feb 2022
13F-HR

AAPL

AAPL

Sell

4,195
$141.5
375.37K
Q3 2021
12 Nov 2021
13F-HR

AAPL

AAPL

Sell

16,130
$136.96
379.56K
Q2 2021
13 Aug 2021
13F-HR

AAPL

AAPL

Sell

52,144
$122.15
395.69K
Q1 2021
17 May 2021
13F-HR

AAPL

AAPL

Sell

27,197
$132.69
447.84K
Q4 2020
12 Feb 2021
13F-HR

AAPL

AAPL

Sell

260,539
$115.81
475.03K
Q3 2020
13 Nov 2020
13F-HR

AAPL

AAPL

Sell

102,108
$91.2
735.57K
Q2 2020
14 Aug 2020
13F-HR

AAPL

AAPL

Sell

462,816
$63.57
837.68K
Q1 2020
15 May 2020
13F-HR

AAPL

AAPL

Sell

693,032
$73.41
1.3M
Q4 2019
14 Feb 2020
13F-HR/A

AAPL

AAPL

Sell

157,272
$55.99
1.99M
Q3 2019
14 Nov 2019
13F-HR

AAPL

AAPL

Sell

431,996
$49.48
2.15M
Q2 2019
14 Aug 2019
13F-HR

AAPL

AAPL

Sell

615,868
$47.49
2.58M
Q1 2019
15 May 2019
13F-HR