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  Whole Foods Market Common Stock (WFM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2010   Q3 0 0.00 Sell 100.00% 0.13 SEC
2010   Q2 14,750 0.13 Reduce 95.07% 2.56 $36.00 $531,000 SEC
2010   Q1 299,317 2.69 Reduce 17.37% 0.51 $36.15 $10,820,000 SEC
2009   Q4 362,236 2.91 Add 4.66% 0.13 $27.45 $9,943,000 SEC
2009   Q3 346,094 3.35 Add 3.70% 0.12 $30.49 $10,552,000 SEC
2009   Q2 333,749 2.48 Buy 2.48 $18.98 $6,334,000 SEC
2008   Q3 0 0.00 Sell 100.00% 5.75 SEC
2008   Q2 731,029 5.75 Add 7.66% 0.41 $23.69 $17,318,000 SEC
2008   Q1 679,034 7.44 Add 43.55% 2.26 $33.00 $22,408,000 SEC
2007   Q4 473,029 5.76 Reduce 5.91% 0.39 $40.80 $19,299,000 SEC
2007   Q3 502,760 6.60 Add 4.42% 0.28 $48.96 $24,615,000 SEC
2007   Q2 481,492 5.03 Reduce 22.26% 1.63 $38.30 $18,441,000 SEC
2007   Q1 619,323 7.34 Add 11.99% 0.79 $44.85 $27,776,000 SEC
2006   Q4 553,011 6.60 Add 58.00% 2.42 $46.93 $25,952,000 SEC
2006   Q3 350,010 5.45 Buy 5.45 $59.43 $20,801,000 SEC