David Rolfe Reduced Holdings in Q3 2024

Wedgewood Partners Inc

  • $522 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-3.33K
- 1.28%
$148.65 - $191.18 $495K - $637K
258K $42.7M
MSFT
Microsoft Corp

Technology
-1.09K
- 1.57%
$395.15 - $467.56 $429K - $508K
67.9K $29.2M
CPRT
Copart Inc

Consumer Cyclical
-6.24K
- 1.21%
$49.19 - $55.54 $307K - $347K
510K $26.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.66K
- 0.67%
$147.95 - $191.05 $245K - $316K
246K $42.7M
CDW
Cdw Corp

Technology
-628
- 0.65%
$206.67 - $239.84 $130K - $151K
95.9K $21.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-65
- 0.73%
$1015.62 - $1159.62 $66K - $75.4K
8.82K $10.2M
V
Visa Inc.

Financial Services
-1.72K
- 1.34%
$253.74 - $291.56 $436K - $501K
127K $34.8M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-502
- 0.83%
$178.41 - $210.18 $89.6K - $106K
60.3K $12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-58
- 0.94%
$3305.62 - $4268.05 $192K - $248K
6.09K $25.6M
SPGI
S&P Global Inc.

Financial Services
-262
- 1.06%
$446.32 - $527.38 $117K - $138K
24.4K $12.6M
TPL
Texas Pacific Land Corp

Energy
-172
- 1.29%
$724.86 - $952.13 $125K - $164K
13.2K $11.7M
POOL
Pool Corp

Industrials
-227
- 0.67%
$296.17 - $376.8 $67.2K - $85.5K
33.5K $12.6M
MSI
Motorola Solutions, Inc.

Technology
-1.23K
- 2.04%
$385.65 - $450.49 $475K - $555K
59.1K $26.6M
AAPL
Apple Inc.

Technology
-1.76K
- 1.01%
$207.23 - $234.82 $364K - $413K
172K $40M
UNH
Unitedhealth Group Inc

Healthcare
-885
- 1.5%
$488.01 - $604.18 $432K - $535K
58K $33.9M
META
Meta Platforms, Inc.

Communication Services
-940
- 1.12%
$453.41 - $572.44 $426K - $538K
82.8K $47.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.83K
- 1.56%
$57.22 - $80.08 $448K - $627K
495K $38.7M
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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