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  Walt Disney Co. (DIS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.05 SEC
2023   Q2 3,300 0.05 Add 8.20% <0.01 $89.09 $294,000 SEC
2023   Q1 3,050 0.05 $100.00 $305,000 SEC
2022   Q4 3,050 0.05 Reduce 7.58% <0.01 $86.56 $264,000 SEC
2022   Q3 3,300 0.06 Add 43.48% 0.02 $94.24 $311,000 SEC
2022   Q2 2,300 0.04 Add 16.46% <0.01 $94.35 $217,000 SEC
2022   Q1 1,975 0.04 Buy 0.04 $136.71 $270,000 SEC