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  AT&T Inc. (T)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.19 SEC
2023   Q2 75,625 0.19 Reduce 1.63% <0.01 $15.95 $1,206,000 SEC
2023   Q1 76,875 0.25 Reduce 0.26% <0.01 $19.24 $1,479,000 SEC
2022   Q4 77,075 0.26 Reduce 0.55% <0.01 $18.40 $1,418,000 SEC
2022   Q3 77,500 0.22 Add 66.67% 0.09 $15.33 $1,188,000 SEC
2022   Q2 46,500 0.17 Add 6.90% 0.01 $20.95 $974,000 SEC
2022   Q1 43,500 0.14 Add 16.00% 0.02 $23.61 $1,027,000 SEC
2021   Q4 37,500 0.12 Add 2.04% <0.01 $24.59 $922,000 SEC
2021   Q3 36,750 0.14 $26.99 $992,000 SEC
2021   Q2 36,750 0.15 Reduce 0.68% <0.01 $28.76 $1,057,000 SEC
2021   Q1 37,000 0.17 Reduce 1.33% <0.01 $30.24 $1,119,000 SEC
2020   Q4 37,500 0.16 Add 17.19% 0.02 $28.75 $1,078,000 SEC
2020   Q3 32,000 0.14 Reduce 3.76% <0.01 $28.50 $912,000 SEC
2020   Q2 33,250 0.17 Add 62.20% 0.07 $30.23 $1,005,000 SEC
2020   Q1 20,500 0.11 Reduce 8.38% <0.01 $29.12 $597,000 SEC
2019   Q4 22,375 0.09 $39.06 $874,000 SEC
2019   Q3 22,375 0.07 Reduce 5.79% <0.01 $37.81 $846,000 SEC
2019   Q2 23,750 0.07 $33.47 $795,000 SEC
2019   Q1 23,750 0.05 $31.33 $744,000 SEC
2018   Q4 23,750 0.04 Add 34.96% 0.01 $28.51 $677,000 SEC
2018   Q3 17,598 0.03 Add 26.15% <0.01 $33.53 $590,000 SEC
2018   Q2 13,950 0.02 Add 7.72% <0.01 $32.04 $447,000 SEC
2018   Q1 12,950 0.02 Add 9.51% <0.01 $35.60 $461,000 SEC
2017   Q4 11,825 0.02 Add 3.73% <0.01 $38.82 $459,000 SEC
2017   Q3 11,400 0.02 Add 0.66% <0.01 $39.12 $446,000 SEC
2017   Q2 11,325 0.01 Add 18.28% <0.01 $37.70 $427,000 SEC
2017   Q1 9,575 0.01 $41.46 $397,000 SEC
2016   Q4 9,575 0.01 Reduce 16.52% <0.01 $42.51 $407,000 SEC
2016   Q3 11,470 0.01 Add 0.23% $40.54 $465,000 SEC
2016   Q2 11,444 0.01 Add 0.25% $43.17 $494,000 SEC
2016   Q1 11,416 0.01 Buy 0.01 $39.16 $447,000 SEC