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 Cocontngn (BMY-R)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.01 SEC
2020   Q4 122,750 0.01 Reduce 6.69% <0.01 $0.68 $84,000 SEC
2020   Q3 131,557 0.05 Reduce 2.35% <0.01 $2.24 $295,000 SEC
2020   Q2 134,729 0.08 Reduce 9.52% 0.01 $3.57 $481,000 SEC
2020   Q1 148,901 0.11 Buy 0.11 $3.79 $565,000 SEC