Copy Invest | Sonar Terminal

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.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
APPL - Apple Computer Common Stock	Q4 2005	$71.89	Q4 2005	$71.89	+0.00%	Closed	History

AXP - American Express Co.	Q3 2008	$35.43	Q3 2008	$35.43	+0.00%	Closed	History

BAC - Bank of America Corp.	Q1 2000	$26.20	Q1 2000	$26.20	+0.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q4 2000	$70.43	Q4 2000	$70.43	+0.00%	Closed	History

CAH - Cardinal Health, Inc.	Q1 2001	$64.61	Q1 2001	$64.61	+0.00%	Closed	History

DNOW - DNOW Inc.	Q2 2014	$36.21	Q2 2014	$36.21	+0.00%	Closed	History

FITB - Fifth Third Bancorp	Q2 2009	$7.10	Q2 2009	$7.10	+0.00%	Closed	History

IVV - iShares Core S&P 500 ETF	Q4 2021	$476.01	Q4 2021	$476.01	+0.00%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q3 2023	$66.50	Q3 2023	$66.50	+0.00%	Closed	History

JEG - Jacobs Engr Group Inc Del Com	Q1 2016	$43.40	Q1 2016	$43.40	+0.00%	Closed	History

MDT - Medtronic plc	Q3 2008	$72.19	Q3 2008	$72.19	+0.00%	Closed	History

MINT - Pimco Etf Trust Etf Enhanced S	Q2 2018	$101.44	Q2 2018	$101.44	+0.00%	Closed	History

ORCL - Oracle Corp.	Q1 2000	$39.03	Q1 2000	$39.03	+0.00%	Closed	History

PEP - PepsiCo, Inc.	Q2 2023	$185.14	Q2 2023	$185.14	+0.00%	Closed	History

PG - The Procter & Gamble Co.	Q2 2016	$84.58	Q2 2016	$84.58	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q4 2022	$266.19	Q4 2022	$266.19	+0.00%	Closed	History

RAL - Ralliant Corp.	Q1 2000	$27.48	Q1 2000	$27.48	+0.00%	Closed	History

SLM - SLM Corp.	Q2 2004	$14.46	Q2 2004	$14.46	+0.00%	Closed	History

SOEHF - Stone Electronics Common Stock	Q1 2000	$0.55	Q1 2000	$0.55	+0.00%	Closed	History

SOEHF - Stone Electronics Common Stock	Q3 2000	$0.55	Q3 2000	$0.55	+0.00%	Closed	History

TD - The Toronto-Dominion Bank	Q1 2022	$79.27	Q1 2022	$79.27	+0.00%	Closed	History

TPR - Tapestry, Inc.	Q1 2022	$37.04	Q1 2022	$37.04	+0.00%	Closed	History

TPR - Tapestry, Inc.	Q4 2022	$37.91	Q4 2022	$37.91	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2005	$31.05	Q4 2005	$31.05	+0.00%	Closed	History

UTX - United Technologies Common Stock	Q4 2000	$78.67	Q4 2000	$78.67	+0.00%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q2 2023	$46.05	Q2 2023	$46.05	+0.00%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q1 2022	$47.87	Q1 2022	$47.87	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q1 2001	$44.31	Q1 2001	$44.31	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q2 2009	$24.26	Q2 2009	$24.26	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2017	$81.65	Q3 2017	$81.65	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2022	$82.40	Q1 2022	$82.40	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2022	$87.16	Q3 2022	$87.16	+0.00%	Closed	History

SCHW - The Charles Schwab Corp.	Q2 2013	$21.23	Q3 2013	$21.14	-0.42%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q4 2024	$100.40	Q1 2025	$99.91	-0.49%	Closed	History

MTB - M&T Bank Corp.	Q3 2013	$111.92	Q1 2016	$111.03	-0.80%	Closed	History

TJX - The TJX Companies, Inc.	Q2 2016	$38.62	Q4 2017	$38.23	-1.00%	Closed	History

PAYX - Paychex, Inc.	Q2 2001	$40.00	Q4 2006	$39.52	-1.20%	Closed	History

PGOG - Pepsico Common Stock	Q3 2010	$66.44	Q4 2010	$65.33	-1.67%	Closed	History

USB - U.S. Bancorp	Q1 2001	$23.19	Q2 2001	$22.77	-1.81%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2004	$46.29	Q2 2004	$45.38	-1.97%	Closed	History

PEP - PepsiCo, Inc.	Q1 2022	$167.20	Q3 2022	$163.20	-2.39%	Closed	History

SLB - Slb N.V.	Q1 2000	$38.26	Q2 2000	$37.34	-2.40%	Closed	History

FITB - Fifth Third Bancorp	Q1 2000	$42.00	Q4 2006	$40.88	-2.67%	Closed	History

K - Kellogg Common Stock	Q2 2005	$44.40	Q4 2005	$43.19	-2.73%	Closed	History

GGQ1 - Google Common Stock	Q2 2007	$522.69	Q2 2011	$506.00	-3.19%	Closed	History

SPL - Schering Plough Common Stock	Q3 2001	$37.10	Q4 2001	$35.81	-3.48%	Closed	History

USB - U.S. Bancorp	Q4 2010	$26.97	Q2 2011	$26.00	-3.60%	Closed	History

NCC - National City Common Stock	Q2 2001	$30.69	Q4 2001	$29.21	-4.82%	Closed	History

WMT - Walmart Inc.	Q1 2000	$18.83	Q2 2004	$17.58	-6.64%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q2 2022	$13.41	Q2 2023	$12.48	-6.94%	Closed	History

519239Q - Concordefs Common Stock	Q3 2002	$15.88	Q2 2003	$14.72	-7.30%	Closed	History

GGQ1 - Google Inc Class A Vtg Voting	Q2 2014	$584.67	Q2 2015	$540.04	-7.63%	Closed	History

CMCSK - COMCAST cLASS A COMMON STOCK	Q1 2004	$27.88	Q4 2005	$25.66	-7.96%	Closed	History

BP - BP p.l.c.	Q3 2017	$38.35	Q2 2023	$35.20	-8.21%	Closed	History

WWY - Wm Wrigley Common Stock	Q1 2006	$64.00	Q4 2007	$58.55	-8.52%	Closed	History

ACPIQ - Anthracite Capital Common Stock	Q2 2002	$13.25	Q2 2003	$12.06	-8.98%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q1 2011	$50.17	Q1 2012	$45.06	-10.19%	Closed	History

NTRS - Northern Trust Corp.	Q4 2008	$52.14	Q2 2010	$46.70	-10.43%	Closed	History

ODFL - Old Dominion Freight Line, Inc.	Q3 2018	$53.75	Q1 2019	$48.13	-10.46%	Closed	History

PAYX - Paychex, Inc.	Q3 2009	$29.05	Q2 2010	$25.96	-10.64%	Closed	History

ADI - Analog Devices, Inc.	Q4 2000	$51.19	Q4 2003	$45.65	-10.82%	Closed	History

ULTA - Ulta Beauty, Inc.	Q3 2018	$282.11	Q3 2019	$250.63	-11.16%	Closed	History

POOL - Pool Corp.	Q2 2022	$351.19	Q3 2025	$310.07	-11.71%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q3 2011	$40.55	Q1 2013	$35.71	-11.94%	Closed	History

NOV - NOV Inc.	Q3 2008	$45.29	Q4 2009	$39.73	-12.28%	Closed	History

PG - The Procter & Gamble Co.	Q3 2005	$59.46	Q2 2009	$51.08	-14.09%	Closed	History

KRB - Mbna Common Stock	Q3 2000	$38.50	Q2 2001	$33.00	-14.29%	Closed	History

CMI - Cummins Inc.	Q2 2011	$103.00	Q4 2015	$87.98	-14.58%	Closed	History

MJN - Mead Johnson Nutrition	Q1 2014	$83.14	Q4 2016	$70.76	-14.89%	Closed	History

SRCL - Stericycle Common Stock	Q2 2010	$94.33	Q3 2016	$80.14	-15.04%	Closed	History

PRGO - Perrigo Co. plc	Q4 2013	$153.46	Q1 2016	$127.93	-16.64%	Closed	History

SLM - SLM Corp.	Q1 2005	$17.81	Q1 2007	$14.62	-17.94%	Closed	History

USB - U.S. Bancorp	Q1 2016	$40.59	Q2 2023	$33.04	-18.60%	Closed	History

CAFD - 8point3 Energy Partnerslp Cl A	Q2 2017	$15.04	Q1 2018	$12.10	-19.55%	Closed	History

CELG - Celgene Corp	Q1 2017	$124.43	Q3 2019	$99.30	-20.20%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q3 2018	$97.92	Q4 2019	$78.11	-20.23%	Closed	History

SPNT - SiriusPoint Ltd.	Q3 2005	$23.78	Q4 2006	$18.89	-20.56%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2021	$390.71	Q1 2025	$308.01	-21.17%	Closed	History

KHC - The Kraft Heinz Co.	Q3 2015	$70.58	Q3 2018	$55.07	-21.98%	Closed	History

THS - Treehouse Foods	Q3 2016	$87.19	Q3 2017	$67.73	-22.32%	Closed	History

TD - The Toronto-Dominion Bank	Q2 2018	$57.70	Q2 2020	$44.50	-22.88%	Closed	History

GNTX - Gentex Corp.	Q1 2000	$9.27	Q3 2006	$7.10	-23.37%	Closed	History

AMGN - Amgen Inc.	Q1 2000	$61.87	Q2 2008	$47.16	-23.78%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.42	Q1 2010	$16.96	-24.35%	Closed	History

IBM - International Business Machines Corp.	Q3 2000	$107.41	Q4 2000	$81.22	-24.38%	Closed	History

MRKC - Merck Common Stock	Q1 2000	$62.12	Q4 2003	$46.14	-25.72%	Closed	History

2968900Q - Clear Channel Communications Common Stock	Q1 2000	$69.06	Q4 2001	$51.01	-26.14%	Closed	History

NOV - NOV Inc.	Q3 2011	$46.19	Q2 2017	$32.93	-28.70%	Closed	History

YHOO - Yahoo Common Stock	Q2 2006	$33.00	Q4 2007	$23.26	-29.52%	Closed	History

PPDI - Ppd Common Stock	Q1 2002	$34.84	Q3 2003	$23.99	-31.14%	Closed	History

VZ - Verizon Communications Inc.	Q1 2016	$54.06	Q2 2023	$37.15	-31.28%	Closed	History

PFE - Pfizer Inc.	Q1 2000	$34.69	Q3 2005	$23.67	-31.76%	Closed	History

EPR - EPR Properties	Q4 2009	$86.45	Q1 2013	$57.65	-33.31%	Closed	History

DIS - The Walt Disney Co.	Q1 2022	$136.71	Q2 2023	$89.09	-34.83%	Closed	History

FLT - Fleetcor Technologie	Q4 2019	$287.69	Q1 2020	$186.51	-35.17%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2018	$83.21	Q1 2020	$53.81	-35.33%	Closed	History

LLTC - Linear Technology Common Stock	Q1 2000	$55.00	Q3 2007	$34.99	-36.38%	Closed	History

JNPR - Juniper Networks Common Stock	Q2 2005	$25.18	Q2 2006	$15.99	-36.50%	Closed	History

HD - The Home Depot, Inc.	Q1 2000	$64.50	Q4 2006	$40.16	-37.74%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q4 2007	$215.05	Q2 2011	$133.00	-38.15%	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.