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  Ameren Corp Com (AEE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.09 SEC
2023   Q2 6,900 0.09 $81.59 $563,000 SEC
2023   Q1 6,900 0.10 $86.38 $596,000 SEC
2022   Q4 6,900 0.11 $88.84 $613,000 SEC
2022   Q3 6,900 0.10 $80.43 $555,000 SEC
2022   Q2 6,900 0.11 $90.29 $623,000 SEC
2022   Q1 6,900 0.09 $93.62 $646,000 SEC
2021   Q4 6,900 0.08 $88.99 $614,000 SEC
2021   Q3 6,900 0.08 $80.87 $558,000 SEC
2021   Q2 6,900 0.08 $80.00 $552,000 SEC
2021   Q1 6,900 0.09 $81.30 $561,000 SEC
2020   Q4 6,900 0.08 $77.97 $538,000 SEC
2020   Q3 6,900 0.09 $78.99 $545,000 SEC
2020   Q2 6,900 0.08 $70.29 $485,000 SEC
2020   Q1 6,900 0.10 $72.75 $502,000 SEC
2019   Q4 6,900 0.05 $76.67 $529,000 SEC
2019   Q3 6,900 0.05 $80.00 $552,000 SEC
2019   Q2 6,900 0.04 $75.07 $518,000 SEC
2019   Q1 6,900 0.04 Reduce 6.76% <0.01 $73.48 $507,000 SEC
2018   Q4 7,400 0.03 $65.14 $482,000 SEC
2018   Q3 7,400 0.02 Reduce 14.45% <0.01 $63.11 $467,000 SEC
2018   Q2 8,650 0.03 Reduce 40.96% 0.02 $60.81 $526,000 SEC
2018   Q1 14,650 0.04 Reduce 10.67% <0.01 $56.59 $829,000 SEC
2017   Q4 16,400 0.04 Reduce 4.23% <0.01 $58.96 $967,000 SEC
2017   Q3 17,125 0.03 Reduce 6.80% <0.01 $57.81 $990,000 SEC
2017   Q2 18,375 0.03 Reduce 1.34% <0.01 $54.64 $1,004,000 SEC
2017   Q1 18,625 0.03 Reduce 6.29% <0.01 $54.55 $1,016,000 SEC
2016   Q4 19,875 0.03 Reduce 35.30% 0.01 $52.43 $1,042,000 SEC
2016   Q3 30,720 0.03 Reduce 5.58% <0.01 $49.15 $1,510,000 SEC
2016   Q2 32,537 0.04 Add 0.02% $53.57 $1,743,000 SEC
2016   Q1 32,529 0.03 Buy 0.03 $50.08 $1,629,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.06 SEC
2006   Q4 4,075 0.06 Reduce 47.09% 0.05 $53.50 $218,000 SEC
2006   Q3 7,702 0.11 Reduce 13.81% 0.02 $52.71 $406,000 SEC
2006   Q2 8,936 0.13 Reduce 3.86% <0.01 $50.47 $451,000 SEC
2006   Q1 9,295 0.13 Reduce 7.36% 0.01 $49.81 $463,000 SEC
2005   Q4 10,034 0.17 Add 49.76% 0.06 $51.23 $514,000 SEC
2005   Q3 6,700 0.14 Reduce 3.60% <0.01 $53.43 $358,000 SEC
2005   Q2 6,950 0.19 $55.25 $384,000 SEC
2005   Q1 6,950 0.18 Reduce 17.75% 0.05 $48.92 $340,000 SEC
2004   Q4 8,450 0.29 $46.04 $389,000 SEC
2004   Q3 8,450 0.29 Reduce 56.67% 0.32 $46.04 $389,000 SEC
2004   Q2 19,500 0.56 Add 9.09% 0.05 $42.92 $837,000 SEC
2004   Q1 17,875 0.64 Reduce 3.38% 0.03 $46.04 $823,000 SEC
2003   Q4 18,500 0.77 $46.00 $851,000 SEC
2003   Q3 18,500 0.76 $42.86 $793,000 SEC
2003   Q2 18,500 0.79 Add 2.78% 0.02 $44.11 $816,000 SEC
2003   Q1 18,000 0.78 Add 46.94% 0.25 $39.00 $702,000 SEC
2002   Q4 12,250 0.55 $41.55 $509,000 SEC
2002   Q3 12,250 0.62 Buy 0.62 $41.63 $510,000 SEC