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  First Republic Bank (FRCB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.48 SEC
2023   Q1 201,834 0.48 Add 9.64% 0.04 $13.98 $2,822,000 SEC
2022   Q4 184,096 4.12 Add 22.04% 0.74 $121.88 $22,438,000 SEC
2022   Q3 150,846 3.70 Reduce 1.56% 0.06 $130.54 $19,692,000 SEC
2022   Q2 153,243 3.82 Add 22.16% 0.69 $144.20 $22,097,000 SEC
2022   Q1 125,443 2.87 Add 11.22% 0.29 $162.09 $20,333,000 SEC
2021   Q4 112,785 3.09 Reduce 1.38% 0.04 $206.50 $23,290,000 SEC
2021   Q3 114,362 3.11 Reduce 1.30% 0.04 $192.87 $22,057,000 SEC
2021   Q2 115,871 3.14 Reduce 5.39% 0.17 $187.16 $21,686,000 SEC
2021   Q1 122,472 3.14 Reduce 6.52% 0.19 $166.74 $20,421,000 SEC
2020   Q4 131,008 2.86 Reduce 6.31% 0.15 $146.92 $19,248,000 SEC
2020   Q3 139,827 2.41 Buy 2.41 $109.05 $15,248,000 SEC