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  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 129,353 9.03 Reduce 29.95% 3.14 $337.95 $43,714,939 SEC
2025   Q4 184,661 10.48 Reduce 2.44% 0.24 $303.89 $56,116,508 SEC
2025   Q3 189,282 9.65 Reduce 4.16% 0.38 $279.29 $52,864,505 SEC
2025   Q2 197,500 9.16 Reduce 16.60% 1.54 $239.00 $47,202,444 SEC
2025   Q1 236,813 9.29 Reduce 0.01% <0.01 $194.76 $46,121,612 SEC
2024   Q4 236,828 9.21 Reduce 3.78% 0.32 $197.49 $46,771,149 SEC
2024   Q3 246,132 8.34 Reduce 0.67% 0.06 $186.66 $45,942,988 SEC
2024   Q2 247,788 8.48 Reduce 2.32% 0.18 $167.63 $41,536,659 SEC
2024   Q1 253,667 7.90 Reduce 1.85% 0.13 $155.58 $39,465,467 SEC
2023   Q4 258,459 6.94 Reduce 2.78% 0.15 $127.55 $32,966,454 SEC
2023   Q3 265,848 5.53 Reduce 21.36% 1.17 $86.90 $23,102,220 SEC
2023   Q2 338,042 5.50 Reduce 0.02% <0.01 $100.92 $34,114,000 SEC
2023   Q1 338,110 5.33 Add 12.60% 0.60 $93.02 $31,450,000 SEC
2022   Q4 300,283 4.11 Add 1.27% 0.05 $74.49 $22,367,000 SEC
2022   Q3 296,516 3.82 Reduce 15.17% 0.75 $68.56 $20,328,000 SEC
2022   Q2 349,542 4.94 Add 0.66% 0.03 $81.75 $28,574,000 SEC
2022   Q1 347,234 5.11 Add 41.28% 1.49 $104.26 $36,202,000 SEC
2021   Q4 245,781 3.93 Add 16.98% 0.57 $120.31 $29,569,000 SEC
2021   Q3 210,107 3.31 Add 77.74% 1.45 $111.65 $23,458,000 SEC
2021   Q2 118,209 2.06 Buy 2.06 $120.15 $14,203,000 SEC