Bernardo Wealth Planning’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
1,875
-3
| -0.2% | -$680 | 0.09% | 76 |
|
|
2025
Q1 | $312K | Sell |
1,878
-100
| -5% | -$16.6K | 0.07% | 88 |
|
|
2024
Q4 | $412K | Hold |
1,978
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $407K | Buy |
1,978
+102
| +5% | +$21K | 0.1% | 73 |
|
|
2024
Q2 | $326K | Buy |
1,876
+50
| +3% | +$8.69K | 0.09% | 73 |
|
|
2024
Q1 | $248K | Buy |
+1,826
| New | +$248K | 0.07% | 88 |
|
|
2022
Q2 | – | Sell |
-1,926
| Closed | -$200K | – | 94 |
|
|
2022
Q1 | $200K | Sell |
1,926
-50
| -3% | -$5.19K | 0.1% | 86 |
|
|
2021
Q4 | $237K | Hold |
1,976
| – | – | 0.12% | 74 |
|
|
2021
Q3 | $220K | Hold |
1,976
| – | – | 0.13% | 70 |
|
|
2021
Q2 | $237K | Hold |
1,976
| – | – | 0.14% | 70 |
|
|
2021
Q1 | $233K | Sell |
1,976
-444
| -18% | -$52.4K | 0.15% | 66 |
|
|
2020
Q4 | $263K | Buy |
+2,420
| New | +$263K | 0.1% | 147 |
|