( [Current Portfolio] ) buys Taiwan Semiconductor Manufacturing Co, Paychex Inc, sells Alcon Inc, Bristol-Myers Squibb Company during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Wedgewood Partners, Inc.. As of 2021Q2, Wedgewood Partners, Inc. owns 40 stocks with a total value of $690 million. These are the details of the buys and sells. – New Purchases: [TSM] , [PAYX] , – Added Positions: [BKNG] , [PGR] , – Reduced Positions: [ALC] , [BMY] , [GOOGL] , [FB] , [EW] , [MSI] , [TSCO] , [PYPL] , [AAPL] , [CDW] , [MSFT] , [KEYS] , [SBUX] , [EA] , [V] , [CPRT] , [FRC] , [ODFL] , [SPGI] , [USB] , [BP] , [JNJ] , For the details of [David Rolfe](/guru/david+rolfe/stock-picks) 's stock buys and sells, go to https://www.gurufocus.com/guru/david+rolfe/current-portfolio/portfolio [David Rolfe] – Alphabet Inc ( [GOOGL] ) – 22,316 shares, 7.90% of the total portfolio. Shares reduced by 6.11% – Apple Inc ( [AAPL] ) – 379,562 shares, 7.53% of the total portfolio. Shares reduced by 4.08% – Facebook Inc ( [FB] ) – 148,764 shares, 7.50% of the total portfolio. Shares reduced by 5.94% – Edwards Lifesciences Corp ( [EW] ) – 483,536 shares, 7.26% of the total portfolio. Shares reduced by 5.91% – PayPal Holdings Inc ( [PYPL] ) – 151,952 shares, 6.42% of the total portfolio. Shares reduced by 4.98% [TSM] ) New Purchase: Paychex Inc ( Wedgewood Partners, Inc. initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $115.5 . The impact to a portfolio due to this purchase was 2.06%. The holding were 118,209 shares as of 2021-06-30. [PAYX] ) Wedgewood Partners, Inc. initiated holding in Paychex Inc. The purchase prices were between $94.81 and $107.54, with an estimated average price of $100.51. The stock is now traded at around $117.170000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,000 shares as of 2021-06-30. [Here is the complete portfolio of David Rolfe] . Also check out: 1. [David Rolfe's Undervalued Stocks] 2. [David Rolfe's Top Growth Companies] , and 3. [David Rolfe's High Yield stocks] 4. [Stocks that David Rolfe keeps buying]