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  Mbna Common Stock (MCWEQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2005   Q2 0 0.00 Sell 100.00% 7.03 SEC
2005   Q1 538,899 7.03 Add 16.46% 0.99 $24.55 $13,229,000 SEC
2004   Q4 462,744 8.64 $25.20 $11,661,000 SEC
2004   Q3 462,744 8.64 Add 8.14% 0.65 $25.20 $11,661,000 SEC
2004   Q2 427,894 7.33 Add 13.12% 0.85 $25.79 $11,035,000 SEC
2004   Q1 378,273 8.18 Add 9.90% 0.74 $27.63 $10,451,000 SEC
2003   Q4 344,197 7.77 Add 1.08% 0.08 $24.85 $8,553,000 SEC
2003   Q3 340,521 7.49 Reduce 0.73% 0.05 $22.80 $7,763,000 SEC
2003   Q2 343,021 6.93 Reduce 1.14% 0.07 $20.84 $7,148,000 SEC
2003   Q1 346,959 5.83 Add 29.09% 1.31 $15.05 $5,222,000 SEC
2002   Q4 268,775 5.55 Reduce 19.44% 1.46 $19.02 $5,112,000 SEC
2002   Q3 333,620 7.51 Add 61.42% 2.86 $18.38 $6,131,000 SEC
2002   Q2 206,675 7.29 Add 1.39% 0.10 $33.07 $6,834,000 SEC
2002   Q1 203,850 6.73 Add 7.77% 0.49 $38.57 $7,862,000 SEC
2001   Q4 189,145 5.88 Add 6.38% 0.35 $35.20 $6,658,000 SEC
2001   Q3 177,795 5.04 Add 996.35% 4.58 $30.29 $5,385,000 SEC
2001   Q2 16,217 0.19 Buy 0.19 $16.09 $261,000 SEC