Avantax Planning Partners’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $609K | Sell |
2,688
-13
| -0.5% | -$2.94K | 0.02% | 240 |
|
2025
Q1 | $448K | Sell |
2,701
-170
| -6% | -$28.2K | 0.02% | 274 |
|
2024
Q4 | $567K | Sell |
2,871
-191
| -6% | -$37.7K | 0.02% | 240 |
|
2024
Q3 | $532K | Sell |
3,062
-67
| -2% | -$11.6K | 0.02% | 248 |
|
2024
Q2 | $544K | Buy |
3,129
+248
| +9% | +$43.1K | 0.02% | 272 |
|
2024
Q1 | $392K | Sell |
2,881
-153
| -5% | -$20.8K | 0.01% | 322 |
|
2023
Q4 | $316K | Sell |
3,034
-133
| -4% | -$13.8K | 0.01% | 292 |
|
2023
Q3 | $275K | Sell |
3,167
-93
| -3% | -$8.08K | 0.01% | 296 |
|
2023
Q2 | $329K | Buy |
3,260
+346
| +12% | +$34.9K | 0.01% | 280 |
|
2023
Q1 | $271K | Sell |
2,914
-151
| -5% | -$14K | 0.01% | 316 |
|
2022
Q4 | $228K | Buy |
3,065
+110
| +4% | +$8.19K | 0.01% | 333 |
|
2022
Q3 | $203K | Sell |
2,955
-250
| -8% | -$17.2K | 0.01% | 328 |
|
2022
Q2 | $262K | Sell |
3,205
-83
| -3% | -$6.79K | 0.01% | 288 |
|
2022
Q1 | $343K | Sell |
3,288
-1,075
| -25% | -$112K | 0.01% | 260 |
|
2021
Q4 | $525K | Buy |
4,363
+20
| +0.5% | +$2.41K | 0.02% | 207 |
|
2021
Q3 | $485K | Buy |
4,343
+120
| +3% | +$13.4K | 0.02% | 202 |
|
2021
Q2 | $507K | Buy |
4,223
+83
| +2% | +$9.97K | 0.02% | 194 |
|
2021
Q1 | $490K | Sell |
4,140
-1,655
| -29% | -$196K | 0.03% | 190 |
|
2020
Q4 | $632K | Sell |
5,795
-329
| -5% | -$35.9K | 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% | -$526 | 0.02% | 206 |
|
2019
Q4 | $356K | Sell |
6,135
-10
| -0.2% | -$580 | 0.02% | 213 |
|
2019
Q3 | $286K | Buy |
6,145
+10
| +0.2% | +$465 | 0.02% | 242 |
|
2019
Q2 | $241K | Hold |
6,135
| – | – | 0.02% | 264 |
|
2019
Q1 | $251K | Buy |
6,135
+214
| +4% | +$8.76K | 0.02% | 255 |
|
2018
Q4 | $219K | Buy |
5,921
+200
| +3% | +$7.4K | 0.02% | 246 |
|
2018
Q3 | $253K | Buy |
5,721
+200
| +4% | +$8.85K | 0.02% | 211 |
|
2018
Q2 | $202K | Sell |
5,521
-1,125
| -17% | -$41.2K | 0.02% | 229 |
|
2018
Q1 | $291K | Buy |
6,646
+200
| +3% | +$8.76K | 0.03% | 232 |
|
2017
Q4 | $256K | Sell |
6,446
-2,270
| -26% | -$90.2K | 0.02% | 252 |
|
2017
Q3 | $327K | Sell |
8,716
-1,164
| -12% | -$43.7K | 0.03% | 258 |
|
2017
Q2 | $345K | Sell |
9,880
-91
| -0.9% | -$3.18K | 0.03% | 232 |
|
2017
Q1 | $327K | Sell |
9,971
-1,266
| -11% | -$41.5K | 0.03% | 230 |
|
2016
Q4 | $323K | Buy |
+11,237
| New | +$323K | 0.03% | 220 |
|