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  Citigroup Inc. (C)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2002   Q1 0 0.00 Sell 100.00% 0.31 SEC
2001   Q4 7,000 0.31 Add 40.00% 0.09 $50.43 $353,000 SEC
2001   Q3 5,000 0.19 Buy 0.19 $40.40 $202,000 SEC