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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 201–225 of 225 trades‹ Prev123Next ›
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
FDCP - First Data Common Stock
Q2 2003 $41.39 Q4 2006 $25.43 -38.56% Closed History
JNPR - Juniper Networks Common Stock
Q2 2001 $31.10 Q4 2003 $18.68 -39.94% Closed History
CLB - Core Laboratories Inc.
Q4 2014 $120.34 Q1 2019 $68.88 -42.76% Closed History
AMZN - Amazon.com, Inc.
Q3 2010 $18.23 Q2 2011 $10.25 -43.77% Closed History
T - AT&T Inc.
Q1 2016 $29.58 Q2 2023 $15.95 -46.07% Closed History
ZTS - Zoetis Inc.
Q2 2025 $151.81 Open $74.07 -51.21% Open History
GGQ7 - Google
Q1 2014 $1,114.51 Q2 2015 $520.51 -53.30% Closed History
MOO - Monsanto Common Stock
Q3 2008 $98.97 Q2 2010 $46.22 -53.30% Closed History
NLY - Annaly Capital Management, Inc.
Q1 2016 $41.04 Q1 2023 $19.06 -53.56% Closed History
PMTC - Parametric Technology Common Stock
Q1 2000 $20.31 Q1 2001 $9.02 -55.59% Closed History
SLB - Slb N.V.
Q4 2012 $69.30 Q4 2021 $29.91 -56.84% Closed History
WFM - Whole Foods Market Common Stock
Q3 2006 $59.43 Q2 2008 $23.69 -60.14% Closed History
MN - Manning & Napier Inc Cl A
Q1 2016 $8.06 Q2 2020 $2.85 -64.64% Closed History
INTC - Intel Corp.
Q1 2000 $65.97 Q4 2004 $20.06 -69.59% Closed History
SCHW - The Charles Schwab Corp.
Q1 2000 $37.87 Q4 2002 $10.82 -71.43% Closed History
2235894Q - Lucent Technologies Common Stock
Q1 2000 $61.25 Q4 2000 $13.51 -77.94% Closed History
NXTL - Nextel Communications Common Stock
Q1 2000 $148.25 Q2 2005 $32.31 -78.21% Closed History
CSCO - Cisco Systems, Inc.
Q1 2000 $77.31 Q1 2001 $15.80 -79.56% Closed History
6683 - General Electric Common Stock
Q1 2000 $155.69 Q2 2002 $28.97 -81.39% Closed History
BMY-R - Bristol-Myers Squibb Rts Right
Q1 2020 $3.79 Q4 2020 $0.68 -82.06% Closed History
COLT - Colt Telecom Group Common Stock
Q1 2000 $197.85 Q2 2001 $27.97 -85.86% Closed History
FRCB - First Republic Bank SAn
Q3 2020 $109.05 Q1 2023 $13.98 -87.18% Closed History
KRB - Mbna Common Stock
Q2 2005 $26.16 Q3 2005 $797.76 data error Closed History
AAPL - Apple Inc.
Q1 2006 $2.24 Q3 2011 $13.62 data error Closed History
DNA - Ginkgo Bioworks Holdings, Inc.
Q1 2008 $3,240.00 Q2 2008 $3,036.00 data error 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 201–225 of 225 trades‹ Prev123Next ›