Caldwell Trust’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
19,951
+902
|
|
||||
|
2025
Q1 | $3.16M | Buy |
19,049
+1,993
|
|
||||
|
2024
Q4 | $3.37M | Buy |
17,056
+3,083
|
|
||||
|
2024
Q3 | $2.43M | Buy |
13,973
+3,724
|
|
||||
|
2024
Q2 | $1.78M | Buy |
10,249
+1,847
|
|
||||
|
2024
Q1 | $1.14M | Buy |
8,402
+3,010
|
|
||||
|
2023
Q4 | $561K | Buy |
5,392
+1,160
|
|
||||
|
2023
Q3 | $368K | Buy |
4,232
+3,596
|
|
||||
|
2023
Q2 | $64.2K | Buy |
636
+205
|
|
||||
|
2023
Q1 | $40.1K | Buy |
431
+231
|
|
||||
|
2022
Q4 | $14.9K | Sell |
200
-1,400
|
|
||||
|
2022
Q3 | $110K | Hold |
1,600
|
|
||||
|
2022
Q2 | $131K | Sell |
1,600
-450
|
|
||||
|
2022
Q1 | $214K | Hold |
2,050
|
|
||||
|
2021
Q4 | $247K | Hold |
2,050
|
|
||||
|
2021
Q3 | $229K | Hold |
2,050
|
|
||||
|
2021
Q2 | $246K | Hold |
2,050
|
|
||||
|
2021
Q1 | $242K | Hold |
2,050
|
|
||||
|
2020
Q4 | $224K | Hold |
2,050
|
|
||||
|
2020
Q3 | $166K | Sell |
2,050
-500
|
|
||||
|
2020
Q2 | $145K | Hold |
2,550
|
|
||||
|
2020
Q1 | $122K | Hold |
2,550
|
|
||||
|
2019
Q4 | $148K | Buy |
+2,550
|
|