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David Rolfe - Wedgewood Partners
222 trades  ·  200 closed  ·  22 open  ·  Win rate: 43.2%  ·  Avg return: +39.7%  ·  Median return: 0%
3 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
Showing 1–100 of 225 trades‹ Prev123Next ›
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
V - Visa Inc.
Q4 2008 $13.11 Open $356.02 +2,615.12% Open History
AAPL - Apple Inc.
Q3 2013 $17.03 Open $314.86 +1,749.20% Open History
GOOGL - Alphabet Inc.
Q3 2015 $31.92 Open $359.51 +1,026.34% Open History
GOOG - Alphabet Inc.
Q3 2015 $30.42 Q4 2023 $146.37 +381.15% Closed History
META - Meta Platforms, Inc.
Q1 2018 $159.79 Open $661.04 +313.69% Open History
TSM - Taiwan Semiconductor
Q2 2021 $120.15 Open $420.39 +249.89% Open History
BX - Blackstone Inc.
Q1 2016 $28.03 Q2 2023 $92.96 +231.64% Closed History
TPL - Texas Pacific Land Corp.
Q4 2021 $138.76 Q3 2024 $455.47 +228.25% Closed History
GILD - Gilead Sciences, Inc.
Q4 2008 $23.44 Q1 2014 $70.86 +202.37% Closed History
BRK.B - Berkshire Hathaway CL B
Q3 2013 $113.51 Q2 2023 $340.98 +200.40% Closed History
QCOM - QUALCOMM Inc.
Q4 2005 $43.08 Q3 2021 $128.68 +198.70% Closed History
EW - Edwards Lifesciences Corp.
Q1 2017 $31.36 Open $90.09 +187.31% Open History
MSI - Motorola Solutions, Inc.
Q2 2019 $166.72 Open $413.71 +148.15% Open History
MSFT - Microsoft Corp.
Q1 2020 $157.70 Open $384.93 +144.09% Open History
TPR - Tapestry, Inc.
Q1 2020 $12.91 Q4 2020 $31.02 +140.28% Closed History
VAR - Varian Medical Systems Common Stock
Q3 2005 $34.80 Q1 2016 $80.00 +129.89% Closed History
AMGN - Amgen Inc.
Q4 2008 $18.55 Q4 2009 $40.51 +118.38% Closed History
NVDA - NVIDIA Corp.
Q3 2019 $4.35 Q2 2020 $9.50 +118.23% Closed History
ECL - Ecolab Inc.
Q1 2016 $111.50 Q4 2021 $234.40 +110.22% Closed History
PCLN - Priceline
Q2 2013 $826.67 Q4 2017 $1,737.74 +110.21% Closed History
ICIX - Intermedia Communications Common Stock
Q4 2000 $7.18 Q2 2001 $14.90 +107.52% Closed History
CTSH - Cognizant Technology Solutions Corp.
Q2 2013 $31.32 Q2 2019 $63.37 +102.33% Closed History
TSCO - Tractor Supply Co.
Q4 2016 $15.16 Open $30.55 +101.49% Open History
113916Q - Right Choice Managed Care Common Stock
Q4 2000 $34.83 Q4 2001 $70.00 +100.98% Closed History
JEG - Jacobs Engineering Common Stock
Q4 2009 $37.61 Q3 2012 $72.33 +92.32% Closed History
ODFL - Old Dominion Freight Line, Inc.
Q1 2021 $120.20 Open $228.61 +90.20% Open History
WFM - Whole Foods Market Common Stock
Q2 2009 $18.98 Q2 2010 $36.00 +89.67% Closed History
PYPL - PayPal Holdings, Inc.
Q3 2015 $31.04 Q4 2025 $58.38 +88.08% Closed History
BKNG - Booking Holdings Inc.
Q1 2021 $93.18 Open $174.85 +87.65% Open History
BA - The Boeing Co.
Q1 2017 $176.80 Q4 2019 $325.60 +84.16% Closed History
VRSK - Verisk Analytics, Inc.
Q2 2013 $59.70 Q1 2018 $103.98 +74.17% Closed History
SPGI - S&P Global Inc.
Q4 2019 $258.30 Open $438.87 +69.91% Open History
KEYS - Keysight Technologies, Inc.
Q1 2020 $83.68 Q2 2022 $137.82 +64.70% Closed History
AEE - Ameren Corp.
Q1 2016 $50.08 Q2 2023 $81.59 +62.92% Closed History
PEP - PepsiCo, Inc.
Q3 2007 $73.26 Q3 2012 $116.17 +58.57% Closed History
FITB - Fifth Third Bancorp
Q4 2020 $27.47 Q3 2021 $42.40 +54.35% Closed History
ROST - Ross Stores, Inc.
Q2 2016 $56.69 Q1 2020 $86.94 +53.36% Closed History
JNJ - Johnson & Johnson
Q1 2016 $108.19 Q2 2023 $165.34 +52.82% Closed History
MCWEQ - Mci Group Common Stock
Q2 2001 $16.09 Q1 2005 $24.55 +52.58% Closed History
URI - United Rentals, Inc.
Q1 2025 $713.35 Open $1,065.83 +49.41% Open History
SCHW - The Charles Schwab Corp.
Q1 2016 $28.02 Q3 2019 $41.83 +49.29% Closed History
PGR - The Progressive Corp.
Q4 2020 $98.88 Q1 2023 $142.86 +44.48% Closed History
EMC - Emc Common Stock
Q4 2007 $18.53 Q1 2016 $26.63 +43.71% Closed History
ORLY - O'Reilly Automotive, Inc.
Q3 2023 $60.59 Open $85.75 +41.52% Open History
EA - Electronic Arts Inc.
Q2 2019 $101.25 Q3 2021 $142.24 +40.48% Closed History
PAYX - Paychex, Inc.
Q1 2016 $53.99 Q2 2020 $75.71 +40.23% Closed History
EPR - EPR Properties
Q2 2007 $50.01 Q2 2009 $68.75 +37.47% Closed History
SYY - Sysco Corp.
Q1 2005 $35.80 Q3 2006 $49.14 +37.26% Closed History
HOG - Harley-Davidson, Inc.
Q1 2000 $39.69 Q4 2001 $54.30 +36.83% Closed History
SBUX - Starbucks Corp.
Q1 2019 $74.34 Q4 2022 $99.20 +33.44% Closed History
FAST - Fastenal Co.
Q4 2016 $11.75 Q1 2020 $15.63 +33.04% Closed History
390297Q - Mercantile Bancorporation Common Stock
Q1 2000 $18.50 Q2 2000 $24.51 +32.49% Closed History
EXPD - Expeditors International of Washington, Inc.
Q1 2007 $41.32 Q4 2010 $54.60 +32.14% Closed History
F - Ford Motor Co.
Q4 2022 $11.58 Q2 2023 $15.10 +30.40% Closed History
WWYWB - Wm Wrigley Common Stock
Q2 2006 $45.29 Q4 2007 $59.00 +30.27% Closed History
AEE - Ameren Corp.
Q3 2002 $41.63 Q4 2006 $53.50 +28.51% Closed History
HNA - Monster Beverage
Q4 2012 $52.84 Q4 2013 $67.77 +28.26% Closed History
GGQ1 - Google
Q2 2013 $880.37 Q4 2013 $1,120.71 +27.30% Closed History
C - Citigroup Inc.
Q3 2001 $404.00 Q4 2001 $504.30 +24.83% Closed History
MBHIQ - Midwest Banc Holdings Common Stock
Q2 2005 $19.26 Q4 2006 $23.72 +23.16% Closed History
CPRT - Copart, Inc.
Q4 2019 $22.73 Open $27.52 +21.06% Open History
ESRX - Express Scripts
Q2 2013 $61.74 Q4 2017 $74.63 +20.88% Closed History
LOW - Lowe's Companies, Inc.
Q2 2009 $19.41 Q4 2009 $23.39 +20.50% Closed History
AXP - American Express Co.
Q3 2013 $75.52 Q4 2013 $90.73 +20.14% Closed History
LLTC - Linear Technology Common Stock
Q2 2010 $28.09 Q1 2011 $33.63 +19.72% Closed History
BD9 - Commerce Bancorp Nj Common Stock
Q1 2005 $32.47 Q3 2007 $38.78 +19.43% Closed History
PGOG - Perrigo
Q4 2012 $104.03 Q3 2013 $123.38 +18.60% Closed History
E1Q - Embarq Common Stock
Q2 2006 $40.98 Q3 2006 $48.37 +18.03% Closed History
ED - Consolidated Edison, Inc.
Q1 2016 $76.56 Q2 2023 $90.18 +17.79% Closed History
PEP - PepsiCo, Inc.
Q1 2016 $102.42 Q4 2017 $119.59 +16.76% Closed History
LKQ - LKQ Corp.
Q1 2014 $26.35 Q4 2016 $30.65 +16.32% Closed History
EMC - Emc Common Stock
Q1 2001 $29.39 Q2 2001 $34.14 +16.16% Closed History
BA - The Boeing Co.
Q2 2020 $182.93 Q2 2023 $210.81 +15.24% Closed History
PGR - The Progressive Corp.
Q1 2026 $198.24 Open $226.58 +14.30% Open History
WFC - Wells Fargo & Co.
Q1 2000 $20.38 Q2 2001 $23.20 +13.87% Closed History
ALC - Alcon Inc.
Q2 2019 $62.05 Q2 2021 $70.25 +13.22% Closed History
CDW - CDW Corp.
Q3 2019 $123.23 Open $139.38 +13.11% Open History
AXP - American Express Co.
Q2 2010 $39.70 Q3 2011 $44.90 +13.10% Closed History
BMY - Bristol-Myers Squibb Co.
Q4 2019 $64.19 Q4 2022 $71.86 +11.95% Closed History
TOL - Toll Brothers, Inc.
Q1 2026 $136.47 Open $152.53 +11.77% Open History
CB - Chubb Ltd.
Q4 2025 $312.12 Open $346.22 +10.93% Open History
NCC - National City Common Stock
Q2 2002 $33.24 Q4 2006 $36.70 +10.41% Closed History
CAH - Cardinal Health, Inc.
Q4 2001 $64.67 Q1 2002 $70.88 +9.60% Closed History
NOK - Nokia Oyj
Q3 2000 $39.86 Q4 2000 $43.51 +9.16% Closed History
AMZN - Amazon.com, Inc.
Q4 2025 $230.82 Open $247.49 +7.22% Open History
PAYX - Paychex, Inc.
Q2 2021 $107.00 Q1 2023 $114.50 +7.01% Closed History
RX - Ims Health Common Stock
Q1 2004 $23.17 Q2 2005 $24.77 +6.91% Closed History
ECL - Ecolab Inc.
Q3 2007 $47.20 Q4 2010 $50.42 +6.82% Closed History
BP - BP p.l.c.
Q4 2000 $47.97 Q2 2002 $50.41 +5.09% Closed History
IWF - iShares Russell 1000 Growth ETF
Q4 2025 $118.33 Open $123.23 +4.14% Open History
3393199Q - Anheuser Busch Common Stock
Q1 2005 $47.31 Q4 2006 $49.18 +3.95% Closed History
KG - King Pharmaceutical Common Stock
Q1 2001 $816.00 Q4 2001 $844.00 +3.43% Closed History
BP - BP p.l.c.
Q1 2005 $62.40 Q4 2005 $64.00 +2.56% Closed History
KHC - The Kraft Heinz Co.
Q4 2020 $34.62 Q2 2023 $35.50 +2.54% Closed History
LM - Legg Mason Common Stock
Q3 2002 $42.55 Q2 2008 $43.52 +2.28% Closed History
540693Q - Pimco Advisors Common Stock
Q1 2000 $38.33 Q2 2000 $38.78 +1.17% Closed History
201046Q - Bindley Western Common Stock
Q4 2000 $41.60 Q4 2000 $41.60 +0.00% Closed History
3393199Q - Anheuser Busch Common Stock
Q3 2003 $49.24 Q3 2003 $49.24 +0.00% Closed History
ABMD - Abiomed Inc Com
Q2 2019 $260.00 Q2 2019 $260.00 +0.00% Closed History
AMZN - Amazon.com, Inc.
Q2 2023 $130.00 Q2 2023 $130.00 +0.00% Closed History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.
Showing 1–100 of 225 trades‹ Prev123Next ›