CWM
Cabot Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
111,138
-1,049
| -0.9% | -$238K | 2.99% | 6 |
|
|
2025
Q1 | $18.6M | Sell |
112,187
-7,134
| -6% | -$1.18M | 2.37% | 11 |
|
|
2024
Q4 | $23.6M | Sell |
119,321
-3,350
| -3% | -$662K | 2.99% | 4 |
|
|
2024
Q3 | $21.3M | Sell |
122,671
-2,718
| -2% | -$472K | 2.66% | 5 |
|
|
2024
Q2 | $21.8M | Sell |
125,389
-3,025
| -2% | -$526K | 2.86% | 5 |
|
|
2024
Q1 | $17.5M | Sell |
128,414
-1,809
| -1% | -$246K | 2.28% | 12 |
|
|
2023
Q4 | $13.5M | Sell |
130,223
-474
| -0.4% | -$49.3K | 1.88% | 20 |
|
|
2023
Q3 | $11.4M | Buy |
130,697
+1,683
| +1% | +$146K | 1.74% | 21 |
|
|
2023
Q2 | $13M | Buy |
129,014
+757
| +0.6% | +$76.4K | 1.94% | 20 |
|
|
2023
Q1 | $11.9M | Sell |
128,257
-197
| -0.2% | -$18.3K | 1.88% | 22 |
|
|
2022
Q4 | $9.57M | Sell |
128,454
-13,186
| -9% | -$982K | 1.61% | 25 |
|
|
2022
Q3 | $9.71M | Buy |
141,640
+3,586
| +3% | +$246K | 1.64% | 24 |
|
|
2022
Q2 | $11.3M | Buy |
138,054
+522
| +0.4% | +$42.7K | 1.79% | 22 |
|
|
2022
Q1 | $14.3M | Buy |
137,532
+2,633
| +2% | +$275K | 1.93% | 16 |
|
|
2021
Q4 | $16.2M | Buy |
134,899
+2,201
| +2% | +$265K | 2.06% | 13 |
|
|
2021
Q3 | $14.8M | Buy |
132,698
+3,549
| +3% | +$396K | 1.99% | 12 |
|
|
2021
Q2 | $15.5M | Buy |
129,149
+1,080
| +0.8% | +$130K | 2.07% | 13 |
|
|
2021
Q1 | $15.1M | Sell |
128,069
-16,834
| -12% | -$1.99M | 2.14% | 13 |
|
|
2020
Q4 | $15.8M | Sell |
144,903
-2,644
| -2% | -$288K | 2.43% | 9 |
|
|
2020
Q3 | $12M | Sell |
147,547
-3,730
| -2% | -$302K | 2.18% | 12 |
|
|
2020
Q2 | $8.59M | Buy |
151,277
+480
| +0.3% | +$27.2K | 1.71% | 22 |
|
|
2020
Q1 | $7.21M | Sell |
150,797
-1,722
| -1% | -$82.3K | 1.72% | 20 |
|
|
2019
Q4 | $8.86M | Buy |
152,519
+1,921
| +1% | +$112K | 1.71% | 20 |
|
|
2019
Q3 | $7M | Buy |
150,598
+4,788
| +3% | +$223K | 1.48% | 25 |
|
|
2019
Q2 | $5.71M | Buy |
145,810
+1,195
| +0.8% | +$46.8K | 1.2% | 31 |
|
|
2019
Q1 | $5.92M | Buy |
144,615
+10,034
| +7% | +$411K | 1.3% | 30 |
|
|
2018
Q4 | $4.97M | Buy |
134,581
+66,545
| +98% | +$2.46M | 1.21% | 32 |
|
|
2018
Q3 | $3M | Buy |
+68,036
| New | +$3M | 0.64% | 57 |
|