David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q2 0 0.00 Sell 100.00% 0.25 $13.19–24.13 · VW $18.37i SEC
2001   Q1 19,875 0.25 $15.80 $314,000 SEC
2000   Q4 19,875 0.55 $38.24 $760,000 SEC
2000   Q3 19,875 0.71 Add 1.27% <0.01 $54.63–70.00 · VW $63.29i $1,098,000 SEC
2000   Q2 19,625 0.77 Reduce 0.51% <0.01 $50.00–77.00 · VW $63.03i $1,247,000 SEC
2000   Q1 19,725 0.96 $77.31 $1,525,000 SEC
Price snapshot:
Current price$119.25
52-week low$64.42
52-week high$129.88