Caldwell Trust’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.32M | Sell |
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|
2025
Q2 | $4.52M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $64.2K | Buy |
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|
2023
Q1 | $40.1K | Buy |
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|
2022
Q4 | $14.9K | Sell |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $131K | Sell |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $148K | Buy |
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