David Rolfe - Wedgewood Partners Inc
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  BP plc (BP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.04 SEC
2023   Q2 6,875 0.04 Reduce 17.91% <0.01 $35.20 $242,000 SEC
2023   Q1 8,375 0.05 Reduce 15.15% <0.01 $37.85 $317,000 SEC
2022   Q4 9,870 0.06 Reduce 22.59% 0.02 $34.85 $344,000 SEC
2022   Q3 12,750 0.07 $28.55 $364,000 SEC
2022   Q2 12,750 0.06 Reduce 5.56% <0.01 $28.31 $361,000 SEC
2022   Q1 13,500 0.06 Reduce 14.29% <0.01 $29.33 $396,000 SEC
2021   Q4 15,750 0.06 Reduce 3.08% <0.01 $26.60 $419,000 SEC
2021   Q3 16,250 0.06 Reduce 1.07% <0.01 $27.32 $444,000 SEC
2021   Q2 16,425 0.06 Reduce 9.63% <0.01 $26.36 $433,000 SEC
2021   Q1 18,175 0.07 $24.32 $442,000 SEC
2020   Q4 18,175 0.06 $20.47 $372,000 SEC
2020   Q3 18,175 0.05 Reduce 17.10% 0.02 $17.44 $317,000 SEC
2020   Q2 21,925 0.09 $23.31 $511,000 SEC
2020   Q1 21,925 0.10 Add 74.70% 0.04 $24.36 $534,000 SEC
2019   Q4 12,550 0.05 $37.69 $473,000 SEC
2019   Q3 12,550 0.04 Add 1.01% <0.01 $37.93 $476,000 SEC
2019   Q2 12,425 0.04 $41.69 $518,000 SEC
2019   Q1 12,425 0.04 $43.70 $543,000 SEC
2018   Q4 12,425 0.03 Add 8.75% <0.01 $37.91 $471,000 SEC
2018   Q3 11,425 0.03 Add 12.29% <0.01 $46.04 $526,000 SEC
2018   Q2 10,175 0.02 $45.60 $464,000 SEC
2018   Q1 10,175 0.02 $40.49 $412,000 SEC
2017   Q4 10,175 0.02 Reduce 6.86% <0.01 $41.97 $427,000 SEC
2017   Q3 10,925 0.01 Buy 0.01 $38.35 $419,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.08 SEC
2005   Q4 3,750 0.08 $64.00 $240,000 SEC
2005   Q3 3,750 0.10 $70.67 $265,000 SEC
2005   Q2 3,750 0.12 $62.13 $233,000 SEC
2005   Q1 3,750 0.12 Buy 0.12 $62.40 $234,000 SEC
2002   Q3 0 0.00 Sell 100.00% 0.26 SEC
2002   Q2 4,820 0.26 $50.41 $243,000 SEC
2002   Q1 4,820 0.22 Reduce 2.03% <0.01 $52.90 $255,000 SEC
2001   Q4 4,920 0.20 Reduce 0.71% <0.01 $46.54 $229,000 SEC
2001   Q3 4,955 0.23 Reduce 0.90% <0.01 $49.04 $243,000 SEC
2001   Q2 5,000 0.18 $49.80 $249,000 SEC
2001   Q1 5,000 0.20 Add 4.28% <0.01 $49.60 $248,000 SEC
2000   Q4 4,795 0.17 Buy 0.17 $47.97 $230,000 SEC