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  Alphabet Inc. (GOOGL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 155,701 9.25 Reduce 5.01% 0.48 $287.56 $44,773,244 SEC
2025   Q4 163,913 9.58 Reduce 20.90% 1.92 $313.00 $51,304,869 SEC
2025   Q3 207,232 9.19 Add 2.95% 0.26 $243.10 $50,378,126 SEC
2025   Q2 201,303 7.62 Reduce 18.81% 1.55 $195.04 $39,262,093 SEC
2025   Q1 247,928 8.26 Add 0.36% 0.03 $165.37 $40,999,889 SEC
2024   Q4 247,035 9.21 Reduce 4.07% 0.34 $189.30 $46,763,659 SEC
2024   Q3 257,523 8.36 Reduce 1.28% 0.11 $178.88 $46,065,743 SEC
2024   Q2 260,855 8.64 Reduce 2.53% 0.23 $162.29 $42,334,088 SEC
2024   Q1 267,624 9.24 Reduce 1.35% 0.11 $172.51 $46,167,816 SEC
2023   Q4 271,299 8.29 Reduce 2.85% 0.25 $145.14 $39,376,337 SEC
2023   Q3 279,250 8.74 Reduce 18.46% 1.22 $130.86 $36,542,655 SEC
2023   Q2 342,458 6.61 Reduce 3.57% 0.22 $119.70 $40,992,000 SEC
2023   Q1 355,124 6.25 Add 11.89% 0.66 $103.73 $36,836,000 SEC
2022   Q4 317,379 5.14 Reduce 1.17% 0.07 $88.23 $28,001,000 SEC
2022   Q3 321,148 5.78 Add 1,850.84% 5.48 $95.65 $30,717,000 SEC
2022   Q2 16,462 6.20 Reduce 0.90% 0.06 $2,179.20 $35,874,000 SEC
2022   Q1 16,612 6.52 Reduce 15.37% 1.16 $2,781.30 $46,203,000 SEC
2021   Q4 19,630 7.55 Reduce 0.91% 0.07 $2,896.99 $56,868,000 SEC
2021   Q3 19,811 7.47 Reduce 11.23% 0.89 $2,673.46 $52,964,000 SEC
2021   Q2 22,316 7.90 Reduce 6.11% 0.46 $2,441.75 $54,490,000 SEC
2021   Q1 23,769 7.55 Reduce 7.65% 0.51 $2,062.48 $49,023,000 SEC
2020   Q4 25,737 6.71 Reduce 7.39% 0.48 $1,752.57 $45,106,000 SEC
2020   Q3 27,792 6.44 Reduce 5.08% 0.36 $1,465.57 $40,731,000 SEC
2020   Q2 29,279 7.04 Reduce 8.62% 0.61 $1,418.01 $41,518,000 SEC
2020   Q1 32,042 7.06 Reduce 38.13% 2.68 $1,161.91 $37,230,000 SEC
2019   Q4 51,790 7.03 Reduce 20.27% 1.43 $1,339.37 $69,366,000 SEC
2019   Q3 64,960 7.03 Add 32.77% 1.74 $1,221.12 $79,324,000 SEC
2019   Q2 48,925 4.48 Reduce 20.80% 1.10 $1,082.78 $52,975,000 SEC
2019   Q1 61,777 5.31 Reduce 21.10% 1.15 $1,176.86 $72,703,000 SEC
2018   Q4 78,294 5.43 Reduce 8.67% 0.45 $1,044.95 $81,813,000 SEC
2018   Q3 85,726 5.19 Reduce 10.46% 0.57 $1,207.08 $103,478,000 SEC
2018   Q2 95,740 5.46 Reduce 10.65% 0.54 $1,129.18 $108,108,000 SEC
2018   Q1 107,152 5.11 Reduce 27.04% 1.69 $1,037.13 $111,131,000 SEC
2017   Q4 146,857 6.26 Reduce 23.91% 1.53 $1,053.39 $154,698,000 SEC
2017   Q3 192,996 6.41 Reduce 10.11% 0.62 $973.71 $187,922,000 SEC
2017   Q2 214,694 6.11 Reduce 28.12% 1.83 $929.67 $199,595,000 SEC
2017   Q1 298,664 6.52 Add 15.04% 0.85 $847.80 $253,206,000 SEC
2016   Q4 259,621 5.02 Reduce 12.70% 0.64 $792.44 $205,735,000 SEC
2016   Q3 297,375 5.01 Add 10.76% 0.49 $804.06 $239,107,000 SEC
2016   Q2 268,489 3.83 Reduce 7.89% 0.32 $703.53 $188,890,000 SEC
2016   Q1 291,498 4.03 Reduce 6.24% 0.26 $762.90 $222,384,000 SEC
2015   Q4 310,914 4.16 Reduce 23.32% 0.92 $778.01 $241,894,000 SEC
2015   Q3 405,459 3.94 Buy 3.94 $638.37 $258,833,000 SEC