David Rolfe - Wedgewood Partners
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 246,132 | 8.34 | Reduce 0.67% | 0.06 | $186.66 |
| 2024 Q2 | 247,788 | 8.48 | Reduce 2.32% | 0.20 | $167.63 |
| 2024 Q1 | 253,667 | 7.90 | Reduce 1.85% | 0.15 | $155.58 |
| 2023 Q4 | 258,459 | 6.94 | Reduce 2.78% | 0.20 | $127.55 |
| 2023 Q3 | 265,848 | 5.53 | Reduce 21.36% | 1.50 | $86.90 |
| 2023 Q2 | 338,042 | 5.50 | Reduce 0.02% | 0.00 | $100.92 |
| 2023 Q1 | 338,110 | 5.33 | Add 12.60% | 0.60 | $93.02 |
| 2022 Q4 | 300,283 | 4.11 | Add 1.27% | 0.05 | $74.49 |
| 2022 Q3 | 296,516 | 3.82 | Reduce 15.17% | 0.68 | $68.56 |
| 2022 Q2 | 349,542 | 4.94 | Add 0.66% | 0.03 | $81.75 |
| 2022 Q1 | 347,234 | 5.11 | Add 41.28% | 1.49 | $104.26 |
| 2021 Q4 | 245,781 | 3.93 | Add 16.98% | 0.57 | $120.31 |
| 2021 Q3 | 210,107 | 3.31 | Add 77.74% | 1.45 | $111.65 |
| 2021 Q2 | 118,209 | 2.06 | Buy | 2.06 | $120.15 |