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  Wells Fargo & Co. (WFC)
← All WFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q3 0 0.00 Sell 100.00% 5.26 $25.81–31.53 · VW $28.46i SEC
2009   Q2 554,035 5.26 Buy 5.26 $21.57–29.35 · VW $26.15i $13,440,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.45 $19.13–23.38 · VW $21.30i SEC
2001   Q2 26,250 0.45 Reduce 92.62% 6.44 $21.33–24.45 · VW $22.93i $609,000 SEC
2001   Q1 355,700 6.96 Reduce 3.60% 0.27 $21.27–25.85 · VW $23.56i $8,798,000 SEC
2000   Q4 369,000 7.50 Reduce 7.65% 0.45 $23.16–28.19 · VW $25.39i $10,275,000 SEC
2000   Q3 399,550 5.89 Reduce 2.32% 0.11 $19.81–24.16 · VW $22.56i $9,178,000 SEC
2000   Q2 409,050 4.90 Add 2.48% 0.12 $18.66–23.88 · VW $21.38i $7,925,000 SEC
2000   Q1 399,150 5.12 $20.38 $8,133,000 SEC
Price snapshot:
Current price$87.67
52-week low$72.78
52-week high$96.73