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  U.S. Bancorp (USB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.33 SEC
2023   Q2 61,775 0.33 Add 22.45% 0.06 $33.04 $2,041,000 SEC
2023   Q1 50,450 0.31 Add 41.89% 0.09 $36.04 $1,818,000 SEC
2022   Q4 35,555 0.28 Reduce 3.40% <0.01 $43.59 $1,550,000 SEC
2022   Q3 36,805 0.28 Add 7.29% 0.02 $40.29 $1,483,000 SEC
2022   Q2 34,305 0.27 Add 1.48% <0.01 $46.00 $1,578,000 SEC
2022   Q1 33,805 0.25 Reduce 15.94% 0.05 $53.13 $1,796,000 SEC
2021   Q4 40,213 0.30 Reduce 0.74% <0.01 $56.15 $2,258,000 SEC
2021   Q3 40,513 0.34 Reduce 12.01% 0.05 $59.44 $2,408,000 SEC
2021   Q2 46,043 0.38 Reduce 8.90% 0.04 $56.97 $2,623,000 SEC
2021   Q1 50,543 0.43 Reduce 3.35% 0.01 $55.30 $2,795,000 SEC
2020   Q4 52,293 0.36 Reduce 0.95% <0.01 $46.58 $2,436,000 SEC
2020   Q3 52,793 0.30 $35.84 $1,892,000 SEC
2020   Q2 52,793 0.33 Add 0.48% <0.01 $36.80 $1,943,000 SEC
2020   Q1 52,543 0.34 Add 5.00% 0.02 $34.45 $1,810,000 SEC
2019   Q4 50,043 0.30 Reduce 1.22% <0.01 $59.29 $2,967,000 SEC
2019   Q3 50,663 0.25 Reduce 15.76% 0.04 $55.33 $2,803,000 SEC
2019   Q2 60,138 0.27 $52.40 $3,151,000 SEC
2019   Q1 60,138 0.21 $48.19 $2,898,000 SEC
2018   Q4 60,138 0.18 Reduce 11.09% 0.02 $45.69 $2,748,000 SEC
2018   Q3 67,638 0.18 $52.80 $3,571,000 SEC
2018   Q2 67,638 0.17 $50.02 $3,383,000 SEC
2018   Q1 67,638 0.16 Reduce 1.17% <0.01 $50.49 $3,415,000 SEC
2017   Q4 68,438 0.15 Reduce 6.71% <0.01 $53.57 $3,666,000 SEC
2017   Q3 73,363 0.13 Reduce 4.60% <0.01 $53.58 $3,931,000 SEC
2017   Q2 76,900 0.12 Reduce 0.97% <0.01 $51.91 $3,992,000 SEC
2017   Q1 77,650 0.10 Reduce 13.53% 0.01 $51.49 $3,998,000 SEC
2016   Q4 89,800 0.11 Reduce 7.59% <0.01 $51.37 $4,613,000 SEC
2016   Q3 97,175 0.09 Reduce 14.18% 0.01 $42.88 $4,167,000 SEC
2016   Q2 113,235 0.09 Reduce 0.46% <0.01 $40.32 $4,566,000 SEC
2016   Q1 113,760 0.08 Buy 0.08 $40.59 $4,617,000 SEC
2011   Q3 0 0.00 Sell 100.00% 6.02 SEC
2011   Q2 1,452,420 6.02 Add 12.13% 0.65 $26.00 $37,762,000 SEC
2011   Q1 1,295,277 5.85 Add 14.11% 0.72 $26.43 $34,234,000 SEC
2010   Q4 1,135,114 5.62 Buy 5.62 $26.97 $30,614,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.82 SEC
2001   Q2 48,790 0.82 Reduce 7.58% 0.07 $22.77 $1,111,000 SEC
2001   Q1 52,790 0.97 Buy 0.97 $23.19 $1,224,000 SEC