Avantax Planning Partners’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Sell
2,471
-307
-11% -$125K 0.03% 191
2026
Q1
$939K Sell
2,778
-107
-4% -$36.8K 0.03% 202
2025
Q4
$877K Buy
2,885
+258
+10% +$75.7K 0.02% 208
2025
Q3
$734K Sell
2,627
-61
-2% -$14.9K 0.02% 224
2025
Q2
$609K Sell
2,688
-13
-0.5% -$2.41K 0.02% 240
2025
Q1
$448K Sell
2,701
-170
-6% -$33K 0.02% 274
2024
Q4
$567K Sell
2,871
-191
-6% -$37K 0.02% 240
2024
Q3
$532K Sell
3,062
-67
-2% -$11.4K 0.02% 248
2024
Q2
$544K Buy
3,129
+248
+9% +$37.6K 0.02% 272
2024
Q1
$392K Sell
2,881
-153
-5% -$19K 0.01% 322
2023
Q4
$316K Sell
3,034
-133
-4% -$12.7K 0.01% 292
2023
Q3
$275K Sell
3,167
-93
-3% -$8.79K 0.01% 296
2023
Q2
$329K Buy
3,260
+346
+12% +$32.2K 0.01% 280
2023
Q1
$271K Sell
2,914
-151
-5% -$13.6K 0.01% 316
2022
Q4
$228K Buy
3,065
+110
+4% +$7.96K 0.01% 333
2022
Q3
$203K Sell
2,955
-250
-8% -$20.7K 0.01% 328
2022
Q2
$262K Sell
3,205
-83
-3% -$7.67K 0.01% 288
2022
Q1
$343K Sell
3,288
-1,075
-25% -$126K 0.01% 260
2021
Q4
$525K Buy
4,363
+20
+0.5% +$2.34K 0.02% 207
2021
Q3
$485K Buy
4,343
+120
+3% +$14.1K 0.02% 202
2021
Q2
$507K Buy
4,223
+83
+2% +$9.72K 0.02% 194
2021
Q1
$490K Sell
4,140
-1,655
-29% -$205K 0.03% 190
2020
Q4
$632K Sell
5,795
-329
-5% -$31.2K 0.03% 161
2020
Q3
$496K Hold
6,124
0.03% 180
2020
Q2
$348K Hold
6,124
0.02% 204
2020
Q1
$293K Sell
6,124
-11
-0.2% -$602 0.02% 206
2019
Q4
$356K Sell
6,135
-10
-0.2% -$530 0.02% 213
2019
Q3
$286K Buy
6,145
+10
+0.2% +$426 0.02% 242
2019
Q2
$241K Hold
6,135
0.02% 264
2019
Q1
$251K Buy
6,135
+214
+4% +$8.16K 0.02% 255
2018
Q4
$219K Buy
5,921
+200
+3% +$7.61K 0.02% 246
2018
Q3
$253K Buy
5,721
+200
+4% +$8.28K 0.02% 211
2018
Q2
$202K Sell
5,521
-1,125
-17% -$44.5K 0.02% 229
2018
Q1
$291K Buy
6,646
+200
+3% +$8.72K 0.03% 232
2017
Q4
$256K Sell
6,446
-2,270
-26% -$92K 0.02% 252
2017
Q3
$327K Sell
8,716
-1,164
-12% -$42.5K 0.03% 258
2017
Q2
$345K Sell
9,880
-91
-0.9% -$3.15K 0.03% 232
2017
Q1
$327K Sell
9,971
-1,266
-11% -$39.5K 0.03% 230
2016
Q4
$323K Buy
+11,237
New +$338K 0.03% 220

Other funds holding TSM

Avantax Planning Partners's TSM Position: Q2 2026 in Review

Avantax Planning Partners reduced its TSMC (TSM) stake by 11% in Q2 2026, selling an estimated $125K and leaving 2,471 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #191.

Avantax Planning Partners first reported a position in TSM in Q4 2016 and has held it in 39 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Avantax Planning Partners held 2,471 shares of TSMC worth $1.18M as of Q2 2026.
  • Avantax Planning Partners sold 307 TSMC shares in Q2 2026, an estimated $125K.
  • TSMC made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #191 holding.
  • Avantax Planning Partners first reported a position in TSMC in Q4 2016 and has held it in 39 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.