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  Meta Platforms, Inc. (META)
← All META superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 65,805 7.77 Reduce 4.82% 0.41 $520.26–744.00 · VW $645.64i $37,649,078 SEC
2025   Q4 69,135 8.52 Reduce 2.07% 0.20 $581.25–759.16 · VW $660.46i $45,635,319 SEC
2025   Q3 70,594 9.46 Add 3.31% 0.30 $691.20–796.25 · VW $751.22i $51,842,742 SEC
2025   Q2 68,330 10.30 Reduce 1.76% 0.16 $479.80–747.90 · VW $609.06i $53,049,206 SEC
2025   Q1 69,553 9.24 Reduce 12.57% 1.15 $553.30–740.91 · VW $647.14i $45,860,270 SEC
2024   Q4 79,557 9.17 Reduce 3.97% 0.35 $549.05–638.40 · VW $584.13i $46,581,181 SEC
2024   Q3 82,848 8.72 Reduce 1.12% 0.10 $442.65–577.40 · VW $510.54i $48,052,112 SEC
2024   Q2 83,788 8.82 Reduce 2.48% 0.21 $414.50–531.49 · VW $468.24i $43,230,593 SEC
2024   Q1 85,922 8.28 Reduce 15.86% 1.57 $340.01–523.57 · VW $442.83i $41,374,743 SEC
2023   Q4 102,120 9.89 Reduce 26.27% 2.61 $279.40–361.90 · VW $320.64i $46,987,454 SEC
2023   Q3 138,510 9.95 Reduce 17.19% 1.33 $274.38–326.20 · VW $303.69i $41,582,087 SEC
2023   Q2 167,265 7.74 Reduce 10.19% 0.68 $207.13–289.79 · VW $254.82i $48,000,000 SEC
2023   Q1 186,239 6.69 Add 16.33% 0.94 $122.28–212.17 · VW $173.17i $39,471,000 SEC
2022   Q4 160,091 3.54 Reduce 20.40% 1.05 $88.09–142.39 · VW $111.24i $19,264,000 SEC
2022   Q3 201,118 5.13 Reduce 7.64% 0.46 $134.12–183.85 · VW $159.54i $27,287,000 SEC
2022   Q2 217,756 6.06 Reduce 0.60% 0.04 $154.25–236.86 · VW $190.78i $35,112,000 SEC
2022   Q1 219,070 6.87 Add 28.71% 1.53 $185.82–343.09 · VW $246.93i $48,712,000 SEC
2021   Q4 170,201 7.60 Add 15.84% 1.04 $299.50–353.83 · VW $329.23i $57,247,000 SEC
2021   Q3 146,930 7.03 Reduce 1.23% 0.09 $334.50–384.33 · VW $358.78i $49,866,000 SEC
2021   Q2 148,764 7.50 Reduce 5.94% 0.43 $296.04–358.14 · VW $326.30i $51,726,000 SEC
2021   Q1 158,167 7.17 Reduce 6.80% 0.47 $244.61–299.71 · VW $270.71i $46,584,000 SEC
2020   Q4 169,700 6.90 Reduce 6.83% 0.51 $254.82–297.38 · VW $273.34i $46,354,000 SEC
2020   Q3 182,136 7.54 Reduce 16.98% 1.43 $226.90–304.67 · VW $266.23i $47,701,000 SEC
2020   Q2 219,400 8.44 Reduce 14.82% 1.21 $150.83–245.19 · VW $212.02i $49,818,000 SEC
2020   Q1 257,563 8.15 Reduce 32.35% 2.56 $137.10–224.20 · VW $185.55i $42,960,000 SEC
2019   Q4 380,732 7.92 Reduce 21.18% 1.61 $173.09–208.93 · VW $195.49i $78,144,000 SEC
2019   Q3 483,013 7.62 Reduce 6.53% 0.55 $175.66–208.66 · VW $189.95i $86,014,000 SEC
2019   Q2 516,753 8.44 Reduce 17.98% 1.38 $160.84–198.88 · VW $184.82i $99,732,000 SEC
2019   Q1 630,014 7.67 Reduce 17.64% 1.18 $128.56–174.30 · VW $161.38i $105,016,000 SEC
2018   Q4 764,970 6.66 Add 10.79% 0.65 $123.02–165.88 · VW $142.59i $100,279,000 SEC
2018   Q3 690,464 5.69 Reduce 5.88% 0.42 $158.87–218.62 · VW $177.44i $113,552,000 SEC
2018   Q2 733,589 7.20 Reduce 12.25% 0.75 $150.51–203.55 · VW $178.43i $142,550,000 SEC
2018   Q1 836,032 6.14 Buy 6.14 $149.02–195.32 · VW $173.71i $133,588,000 SEC
Price snapshot:
Current price$656.73
Avg. buy price$210.96
+/- since buy211.30%
52-week low$519.78
52-week high$793.65