David Rolfe - Wedgewood Partners Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $484,285,577
Holding/activity history for International Business Machines Corp. (IBM)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2001 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.21 |
|
|
SEC |
| 2000 Q4 |
3,378 |
0.21 |
Add 79.87%
|
0.09 |
$84.96 |
$287,000 |
SEC |
| 2000 Q3 |
1,878 |
0.14 |
Buy
|
0.14 |
$112.35 |
$211,000 |
SEC |