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  Goldman Sachs Group (GS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2011   Q3 0 0.00 Sell 100.00% 6.82 SEC
2011   Q2 321,692 6.82 Add 30.94% 1.61 $133.00 $42,785,000 SEC
2011   Q1 245,677 6.66 Add 14.12% 0.82 $158.60 $38,964,000 SEC
2010   Q4 215,277 6.65 Add 4.46% 0.28 $168.16 $36,200,000 SEC
2010   Q3 206,077 6.32 Add 3.41% 0.21 $144.58 $29,794,000 SEC
2010   Q2 199,285 6.65 Add 7.57% 0.47 $131.27 $26,160,000 SEC
2010   Q1 185,255 7.85 Add 56.27% 2.83 $170.63 $31,610,000 SEC
2009   Q4 118,545 5.85 Add 2.96% 0.17 $168.84 $20,015,000 SEC
2009   Q3 115,133 6.75 Add 4.31% 0.28 $184.34 $21,224,000 SEC
2009   Q2 110,371 6.37 Reduce 32.25% 2.53 $147.44 $16,273,000 SEC
2009   Q1 162,917 7.84 Reduce 14.93% 1.23 $106.02 $17,272,000 SEC
2008   Q4 191,520 8.26 Add 5.64% 0.44 $84.39 $16,162,000 SEC
2008   Q3 181,301 8.82 Add 41.81% 2.60 $128.00 $23,206,000 SEC
2008   Q2 127,846 7.42 Reduce 0.86% 0.06 $174.90 $22,360,000 SEC
2008   Q1 128,954 7.07 Add 56.63% 2.56 $165.00 $21,277,000 SEC
2007   Q4 82,331 5.28 Buy 5.28 $215.05 $17,705,000 SEC