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  Bristol-Myers Squibb (BMY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.06 SEC
2022   Q4 4,175 0.06 Reduce 23.04% 0.02 $71.86 $300,000 SEC
2022   Q3 5,425 0.07 Reduce 8.44% <0.01 $70.97 $385,000 SEC
2022   Q2 5,925 0.08 Reduce 14.44% 0.01 $76.96 $456,000 SEC
2022   Q1 6,925 0.07 Add 48.13% 0.02 $72.92 $505,000 SEC
2021   Q4 4,675 0.04 Reduce 11.79% <0.01 $62.25 $291,000 SEC
2021   Q3 5,300 0.04 Reduce 5.78% <0.01 $59.06 $313,000 SEC
2021   Q2 5,625 0.05 Reduce 92.58% 0.69 $66.67 $375,000 SEC
2021   Q1 75,835 0.74 Reduce 81.68% 3.12 $63.12 $4,787,000 SEC
2020   Q4 414,057 3.82 Reduce 5.75% 0.24 $62.03 $25,683,000 SEC
2020   Q3 439,319 4.19 Add 17.53% 0.63 $60.29 $26,485,000 SEC
2020   Q2 373,781 3.72 Add 44.22% 1.14 $58.80 $21,977,000 SEC
2020   Q1 259,180 2.74 Reduce 33.79% 0.86 $55.74 $14,446,000 SEC
2019   Q4 391,442 2.55 Buy 2.55 $64.19 $25,125,000 SEC
2001   Q1 0 0.00 Sell 100.00% 0.27 SEC
2000   Q4 5,000 0.27 Buy 0.27 $74.00 $370,000 SEC