David Rolfe's CDW Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 120.5K shares of CDW Corporation (CDW) worth $19.2 M, representing 3.50% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in CDW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 31.5K shares. Largest reduction occurred in Q3 2023, reducing 40.6K shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by David Rolfe
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +168,923 | New Buy | 168,923 | $123.23 |
| Q4 2019 | +31,516 | Add 18.66% | 200,439 | $142.83 |
| Q1 2020 | -21,480 | Reduce 10.72% | 178,959 | $93.27 |
| Q2 2020 | +12,850 | Add 7.18% | 191,809 | $116.17 |
| Q3 2020 | +31,530 | Add 16.44% | 223,339 | $119.52 |
| Q4 2020 | -15,275 | Reduce 6.84% | 208,064 | $131.79 |
| Q1 2021 | -14,268 | Reduce 6.86% | 193,796 | $165.74 |
| Q2 2021 | -11,851 | Reduce 6.12% | 181,945 | $174.65 |
| Q3 2021 | -2,604 | Reduce 1.43% | 179,341 | $182.02 |
| Q4 2021 | -1,068 | Reduce 0.60% | 178,273 | $204.77 |
| Q1 2022 | +10,696 | Add 6.00% | 188,969 | $178.89 |
| Q2 2022 | -3,473 | Reduce 1.84% | 185,496 | $157.56 |
| Q3 2022 | -5,133 | Reduce 2.77% | 180,363 | $156.07 |
| Q4 2022 | -1,439 | Reduce 0.80% | 178,924 | $0.18 |
| Q1 2023 | -2,998 | Reduce 1.68% | 175,926 | $0.19 |
| Q2 2023 | -2,942 | Reduce 1.67% | 172,984 | $183.49 |
| Q3 2023 | -40,622 | Reduce 23.48% | 132,362 | $201.76 |
| Q4 2023 | -31,806 | Reduce 24.03% | 100,556 | $237.47 |
| Q1 2024 | -1,946 | Reduce 1.94% | 98,610 | $223.44 |
| Q2 2024 | -2,131 | Reduce 2.16% | 96,479 | $212.10 |
| Q3 2024 | -628 | Reduce 0.65% | 95,851 | $186.01 |
| Q4 2024 | -5,404 | Reduce 5.64% | 90,447 | $174.04 |
| Q1 2025 | +24,817 | Add 27.44% | 115,264 | $189.36 |
| Q2 2025 | +859 | Add 0.75% | 116,123 | $172.14 |
| Q3 2025 | +4,401 | Add 3.79% | 120,524 | $159.28 |
David Rolfe's CDW Corporation Investment FAQs
David Rolfe first purchased CDW Corporation (CDW) in Q3 2019, acquiring 168,923 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held CDW Corporation (CDW) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's largest addition to CDW Corporation (CDW) was in Q3 2019, adding 168,923 shares worth $20.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Rolfe's firm, Wedgewood Partners INC, owns 120,524 shares of CDW Corporation (CDW), valued at approximately $19.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CDW Corporation (CDW) represents approximately 3.50% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's peak holding in CDW Corporation (CDW) was 223,339 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.