Baldwin Wealth Partners’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-339
| Closed | -$58.9K | – | 950 |
|
|
2024
Q3 | $58.9K | Buy |
339
+25
| +8% | +$4.34K | ﹤0.01% | 516 |
|
|
2024
Q2 | $54.6K | Buy |
314
+164
| +109% | +$28.5K | ﹤0.01% | 335 |
|
|
2024
Q1 | $20.4K | Hold |
150
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $15.6K | Sell |
150
-3,993
| -96% | -$415K | ﹤0.01% | 530 |
|
|
2023
Q3 | $360K | Hold |
4,143
| – | – | 0.03% | 176 |
|
|
2023
Q2 | $418K | Sell |
4,143
-222
| -5% | -$22.4K | 0.03% | 180 |
|
|
2023
Q1 | $406K | Buy |
4,365
+73
| +2% | +$6.79K | 0.04% | 180 |
|
|
2022
Q4 | $320K | Sell |
4,292
-73
| -2% | -$5.44K | 0.03% | 197 |
|
|
2022
Q3 | $299K | Sell |
4,365
-104
| -2% | -$7.12K | 0.04% | 142 |
|
|
2022
Q2 | $365K | Sell |
4,469
-2,898
| -39% | -$237K | 0.05% | 138 |
|
|
2022
Q1 | $768K | Buy |
7,367
+763
| +12% | +$79.5K | 0.08% | 86 |
|
|
2021
Q4 | $795K | Buy |
6,604
+54
| +0.8% | +$6.5K | 0.08% | 88 |
|
|
2021
Q3 | $731K | Sell |
6,550
-855
| -12% | -$95.4K | 0.08% | 83 |
|
|
2021
Q2 | $890K | Buy |
7,405
+245
| +3% | +$29.4K | 0.1% | 77 |
|
|
2021
Q1 | $847K | Buy |
7,160
+490
| +7% | +$58K | 0.1% | 77 |
|
|
2020
Q4 | $727K | Buy |
6,670
+1,747
| +35% | +$190K | 0.09% | 82 |
|
|
2020
Q3 | $399K | Buy |
4,923
+44
| +0.9% | +$3.57K | 0.05% | 114 |
|
|
2020
Q2 | $277K | Sell |
4,879
-115
| -2% | -$6.53K | 0.04% | 135 |
|
|
2020
Q1 | $239K | Buy |
4,994
+578
| +13% | +$27.7K | 0.04% | 134 |
|
|
2019
Q4 | $257K | Buy |
4,416
+281
| +7% | +$16.4K | 0.04% | 159 |
|
|
2019
Q3 | $192K | Buy |
4,135
+3,835
| +1,278% | +$178K | 0.03% | 177 |
|
|
2019
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
|
2019
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 440 |
|
|
2018
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2018
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 444 |
|
|
2018
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 454 |
|