Bordeaux Wealth Advisors LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2023-12-31 to 2025-06-30, Bordeaux Wealth Advisors LLC opened 1 positions, added to 3, reduced 2 and sold out of 0.
- Q1 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 2,187.
- Q4 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,820.
- Q3 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,773.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1821271), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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