CPWA
Cerro Pacific Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
3,321
+873
| +36% | +$198K | 0.21% | 86 |
|
|
2025
Q1 | $483K | Buy |
2,448
+135
| +6% | +$26.7K | 0.16% | 105 |
|
|
2024
Q4 | $402K | Buy |
2,313
+509
| +28% | +$88.4K | 0.13% | 115 |
|
|
2024
Q3 | $313K | Hold |
1,804
| – | – | 0.12% | 123 |
|
|
2024
Q2 | $313K | Buy |
+1,804
| New | +$313K | 0.12% | 124 |
|
|
2023
Q1 | $313K | Sell |
3,365
-2,377
| -41% | -$221K | 0.17% | 116 |
|
|
2022
Q4 | $428K | Sell |
5,742
-785
| -12% | -$58.5K | 0.23% | 105 |
|
|
2022
Q3 | $447K | Sell |
6,527
-187
| -3% | -$12.8K | 0.27% | 93 |
|
|
2022
Q2 | $549K | Sell |
6,714
-1,657
| -20% | -$135K | 0.34% | 79 |
|
|
2022
Q1 | $873K | Buy |
8,371
+114
| +1% | +$11.9K | 0.53% | 53 |
|
|
2021
Q4 | $993K | Buy |
8,257
+2,403
| +41% | +$289K | 0.63% | 43 |
|
|
2021
Q3 | $654K | Buy |
+5,854
| New | +$654K | 0.47% | 68 |
|