Bartlett & Co Wealth Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Sell |
4,168
-13
| -0.3% | -$2.96K | 0.01% | 259 |
|
|
2025
Q1 | $697K | Sell |
4,181
-910
| -18% | -$152K | 0.01% | 292 |
|
|
2024
Q4 | $1.01M | Hold |
5,091
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $887K | Sell |
5,091
-502
| -9% | -$87.5K | 0.01% | 272 |
|
|
2024
Q2 | $975K | Sell |
5,593
-1,275
| -19% | -$222K | 0.01% | 256 |
|
|
2024
Q1 | $938K | Sell |
6,868
-871
| -11% | -$119K | 0.01% | 268 |
|
|
2023
Q4 | $814K | Buy |
7,739
+346
| +5% | +$36.4K | 0.01% | 302 |
|
|
2023
Q3 | $646K | Hold |
7,393
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $749K | Buy |
7,393
+7,293
| +7,293% | +$739K | 0.01% | 302 |
|
|
2023
Q1 | $9.35K | Hold |
100
| – | – | ﹤0.01% | 834 |
|
|
2022
Q4 | $7.49K | Sell |
100
-25
| -20% | -$1.87K | ﹤0.01% | 867 |
|
|
2022
Q3 | $8.62K | Sell |
125
-18
| -13% | -$1.24K | ﹤0.01% | 848 |
|
|
2022
Q2 | $11.8K | Buy |
143
+18
| +14% | +$1.48K | ﹤0.01% | 833 |
|
|
2022
Q1 | $13.1K | Buy |
+125
| New | +$13.1K | ﹤0.01% | 792 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$2.8K | – | 852 |
|
|
2021
Q3 | $2.8K | Sell |
25
-39
| -61% | -$4.37K | ﹤0.01% | 833 |
|
|
2021
Q2 | $7.72K | Sell |
64
-750
| -92% | -$90.5K | ﹤0.01% | 717 |
|
|
2021
Q1 | $96.6K | Sell |
814
-47
| -5% | -$5.58K | ﹤0.01% | 425 |
|
|
2020
Q4 | $94.3K | Sell |
861
-639
| -43% | -$70K | ﹤0.01% | 421 |
|
|
2020
Q3 | $122K | Sell |
1,500
-1
| -0.1% | -$82 | ﹤0.01% | 361 |
|
|
2020
Q2 | $85.8K | Hold |
1,501
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $72.4K | Sell |
1,501
-550
| -27% | -$26.5K | ﹤0.01% | 405 |
|
|
2019
Q4 | $120K | Buy |
2,051
+551
| +37% | +$32.2K | ﹤0.01% | 388 |
|
|
2019
Q3 | $70.2K | Sell |
1,500
-1,000
| -40% | -$46.8K | ﹤0.01% | 453 |
|
|
2019
Q2 | $101K | Hold |
2,500
| – | – | ﹤0.01% | 329 |
|
|
2019
Q1 | $102K | Hold |
2,500
| – | – | ﹤0.01% | 318 |
|
|
2018
Q4 | $92.3K | Hold |
2,500
| – | – | ﹤0.01% | 320 |
|
|
2018
Q3 | $110K | Hold |
2,500
| – | – | ﹤0.01% | 316 |
|
|
2018
Q2 | $94.7K | Hold |
2,500
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $109K | Buy |
+2,500
| New | +$109K | ﹤0.01% | 311 |
|