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  Paychex Inc. (PAYX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.04 SEC
2023   Q1 2,000 0.04 $114.50 $229,000 SEC
2022   Q4 2,000 0.04 $115.50 $231,000 SEC
2022   Q3 2,000 0.04 $112.00 $224,000 SEC
2022   Q2 2,000 0.04 $113.50 $227,000 SEC
2022   Q1 2,000 0.04 $136.00 $272,000 SEC
2021   Q4 2,000 0.04 $136.50 $273,000 SEC
2021   Q3 2,000 0.03 $112.00 $224,000 SEC
2021   Q2 2,000 0.03 Buy 0.03 $107.00 $214,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.04 SEC
2020   Q2 3,500 0.04 Reduce 4.11% <0.01 $75.71 $265,000 SEC
2020   Q1 3,650 0.04 Reduce 32.41% 0.02 $62.74 $229,000 SEC
2019   Q4 5,400 0.05 Reduce 12.20% <0.01 $85.00 $459,000 SEC
2019   Q3 6,150 0.05 $82.76 $509,000 SEC
2019   Q2 6,150 0.04 Reduce 3.91% <0.01 $82.28 $506,000 SEC
2019   Q1 6,400 0.04 $80.16 $513,000 SEC
2018   Q4 6,400 0.03 Reduce 3.76% <0.01 $65.00 $416,000 SEC
2018   Q3 6,650 0.02 Reduce 10.14% <0.01 $73.53 $489,000 SEC
2018   Q2 7,400 0.03 Reduce 9.20% <0.01 $68.24 $505,000 SEC
2018   Q1 8,150 0.02 Reduce 13.30% <0.01 $61.47 $501,000 SEC
2017   Q4 9,400 0.03 Reduce 17.54% <0.01 $67.98 $639,000 SEC
2017   Q3 11,400 0.02 Reduce 4.20% <0.01 $59.91 $683,000 SEC
2017   Q2 11,900 0.02 Reduce 23.35% <0.01 $56.89 $677,000 SEC
2017   Q1 15,525 0.02 Reduce 7.04% <0.01 $58.87 $914,000 SEC
2016   Q4 16,700 0.02 Reduce 7.99% <0.01 $60.84 $1,016,000 SEC
2016   Q3 18,150 0.02 $57.85 $1,050,000 SEC
2016   Q2 18,150 0.02 $59.45 $1,079,000 SEC
2016   Q1 18,150 0.02 Buy 0.02 $53.99 $980,000 SEC
2010   Q3 0 0.00 Sell 100.00% 1.02 SEC
2010   Q2 154,793 1.02 Reduce 73.01% 3.19 $25.96 $4,019,000 SEC
2010   Q1 573,617 4.37 Add 21.52% 0.77 $30.70 $17,610,000 SEC
2009   Q4 472,039 4.23 Add 18.05% 0.65 $30.64 $14,463,000 SEC
2009   Q3 399,859 3.69 Buy 3.69 $29.05 $11,615,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.06 SEC
2006   Q4 6,225 0.06 Reduce 29.46% 0.03 $39.52 $246,000 SEC
2006   Q3 8,825 0.09 Reduce 98.61% 7.01 $36.83 $325,000 SEC
2006   Q2 633,784 7.11 Add 6.96% 0.46 $38.98 $24,704,000 SEC
2006   Q1 592,540 7.07 Add 13.56% 0.84 $41.66 $24,685,000 SEC
2005   Q4 521,773 6.42 Add 14.72% 0.82 $38.12 $19,889,000 SEC
2005   Q3 454,825 6.56 Add 18.07% 1.00 $37.08 $16,864,000 SEC
2005   Q2 385,225 6.31 Add 7.21% 0.42 $32.54 $12,535,000 SEC
2005   Q1 359,325 6.27 Add 24.67% 1.24 $32.82 $11,793,000 SEC
2004   Q4 288,230 6.44 $30.15 $8,690,000 SEC
2004   Q3 288,230 6.44 Add 17.02% 0.94 $30.15 $8,690,000 SEC
2004   Q2 246,305 5.54 Add 11.07% 0.55 $33.88 $8,344,000 SEC
2004   Q1 221,765 6.18 Add 27.16% 1.32 $35.60 $7,894,000 SEC
2003   Q4 174,400 5.89 Reduce 1.93% 0.11 $37.20 $6,487,000 SEC
2003   Q3 177,825 5.80 Add 1.24% 0.07 $33.81 $6,012,000 SEC
2003   Q2 175,650 4.99 Reduce 1.04% 0.06 $29.31 $5,148,000 SEC
2003   Q1 177,500 5.44 Add 0.30% 0.02 $27.46 $4,875,000 SEC
2002   Q4 176,975 5.36 Reduce 3.09% 0.17 $27.90 $4,937,000 SEC
2002   Q3 182,625 5.44 Add 2.50% 0.13 $24.32 $4,441,000 SEC
2002   Q2 178,175 5.95 Add 17.67% 0.89 $31.29 $5,575,000 SEC
2002   Q1 151,425 5.14 Add 11.32% 0.52 $39.70 $6,011,000 SEC
2001   Q4 136,025 4.21 Add 7.64% 0.30 $35.04 $4,766,000 SEC
2001   Q3 126,375 3.73 Add 4.40% 0.16 $31.51 $3,982,000 SEC
2001   Q2 121,050 3.56 Buy 3.56 $40.00 $4,842,000 SEC