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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.05 $131.55–155.20 · VW $144.24i SEC
2023   Q4 1,552 0.05 $146.37 $227,166 SEC
2023   Q3 1,552 0.05 Reduce 97.77% 1.33 $115.83–139.93 · VW $131.48i $204,631 SEC
2023   Q2 69,627 1.36 Reduce 15.27% 0.22 $102.38–129.55 · VW $116.33i $8,422,000 SEC
2023   Q1 82,177 1.45 Add 2.05% 0.03 $85.57–108.82 · VW $97.51i $8,546,000 SEC
2022   Q4 80,530 1.31 $88.72 $7,145,000 SEC
2022   Q3 80,530 1.46 Reduce 0.46% <0.01 $96.03–123.26 · VW $109.79i $7,742,000 SEC
2022   Q2 80,900 1.53 Add 1.38% 0.02 $102.21–144.04 · VW $115.81i $8,848,000 SEC
2022   Q1 79,800 1.57 Add 6.17% 0.09 $124.64–152.10 · VW $136.53i $11,144,000 SEC
2021   Q4 75,160 1.44 Reduce 1.57% 0.02 $131.17–151.85 · VW $144.34i $10,874,000 SEC
2021   Q3 76,360 1.44 Reduce 6.70% 0.10 $124.85–146.82 · VW $137.43i $10,176,000 SEC
2021   Q2 81,840 1.49 Reduce 0.85% 0.01 $104.84–127.80 · VW $119.28i $10,256,000 SEC
2021   Q1 82,540 1.31 Reduce 1.64% 0.02 $84.95–107.63 · VW $98.43i $8,537,000 SEC
2020   Q4 83,920 1.09 Reduce 0.19% <0.01 $71.80–92.36 · VW $84.30i $7,351,000 SEC
2020   Q3 84,080 0.98 Reduce 1.52% 0.02 $70.33–86.66 · VW $76.94i $6,178,000 SEC
2020   Q2 85,380 1.02 Reduce 0.28% <0.01 $53.99–73.80 · VW $67.35i $6,034,000 SEC
2020   Q1 85,620 0.94 Reduce 29.36% 0.24 $50.68–76.61 · VW $64.93i $4,978,000 SEC
2019   Q4 121,200 0.82 Reduce 19.48% 0.16 $58.12–68.25 · VW $64.41i $8,102,000 SEC
2019   Q3 150,520 0.81 Reduce 4.48% 0.03 $54.69–63.28 · VW $59.80i $9,174,000 SEC
2019   Q2 157,580 0.72 Add 71.39% 0.30 $51.25–64.46 · VW $56.85i $8,516,000 SEC
2019   Q1 91,940 0.39 Reduce 11.25% 0.04 $50.70–61.59 · VW $56.31i $5,393,000 SEC
2018   Q4 103,600 0.36 Reduce 0.75% <0.01 $48.51–60.50 · VW $53.42i $5,364,000 SEC
2018   Q3 104,380 0.31 Reduce 3.83% 0.01 $54.69–63.69 · VW $60.00i $6,228,000 SEC
2018   Q2 108,540 0.31 Reduce 4.27% 0.01 $49.52–59.31 · VW $53.70i $6,054,000 SEC
2018   Q1 113,380 0.27 Reduce 60.82% 0.37 $49.03–59.34 · VW $54.53i $5,849,000 SEC
2017   Q4 289,400 0.61 Reduce 22.84% 0.14 $47.39–53.92 · VW $51.18i $15,141,000 SEC
2017   Q3 375,080 0.61 Reduce 17.72% 0.11 $44.74–49.31 · VW $46.81i $17,987,000 SEC
2017   Q2 455,860 0.63 Reduce 10.53% 0.06 $40.85–49.41 · VW $46.28i $20,712,000 SEC
2017   Q1 509,500 0.54 Reduce 14.62% 0.08 $38.79–42.67 · VW $40.83i $21,133,000 SEC
2016   Q4 596,760 0.56 Reduce 27.75% 0.19 $36.38–40.83 · VW $38.64i $23,029,000 SEC
2016   Q3 825,920 0.67 Reduce 13.13% 0.09 $34.41–39.49 · VW $38.16i $32,099,000 SEC
2016   Q2 950,760 0.67 Reduce 10.64% 0.08 $33.16–38.49 · VW $35.59i $32,901,000 SEC
2016   Q1 1,063,920 0.72 Reduce 22.35% 0.20 $33.15–39.49 · VW $36.10i $39,628,000 SEC
2015   Q4 1,370,160 0.89 Reduce 37.92% 0.39 $29.99–39.00 · VW $36.04i $51,989,000 SEC
2015   Q3 2,206,960 1.02 Buy 1.02 $25.76–33.93 · VW $30.68i $67,138,000 SEC
Price snapshot:
Current price$350.67
52-week low$180.20
52-week high$404.23