CWM
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Congress Wealth Management’s TSMC TSM Stock Holding History

Congress Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.91M Buy
26,095
+1,748
+7% +$324K 0.06% 357
2025
Q1 		$4.06M Buy
24,347
+224
+0.9% +$43.5K 0.05% 359
2024
Q4 		$4.76M Buy
24,123
+1,039
+5% +$201K 0.07% 289
2024
Q3 		$4.01M Sell
23,084
-780
-3% -$133K 0.05% 327
2024
Q2 		$4.15M Sell
23,864
-204
-0.8% -$30.9K 0.07% 271
2024
Q1 		$3.27M Sell
24,068
-6,514
-21% -$809K 0.06% 267
2023
Q4 		$3.18M Sell
30,582
-323
-1% -$30.8K 0.06% 265
2023
Q3 		$2.69M Buy
30,905
+671
+2% +$63.5K 0.06% 273
2023
Q2 		$3.05M Sell
30,234
-303
-1% -$28.2K 0.07% 231
2023
Q1 		$2.84M Buy
30,537
+9,224
+43% +$828K 0.07% 240
2022
Q4 		$1.59M Sell
21,313
-9,134
-30% -$661K 0.04% 286
2022
Q3 		$2.09M Buy
30,447
+199
+0.7% +$16.4K 0.06% 268
2022
Q2 		$2.47M Sell
30,248
-174
-0.6% -$16.1K 0.06% 259
2022
Q1 		$3.17M Buy
30,422
+2,480
+9% +$290K 0.07% 263
2021
Q4 		$3.36M Buy
+27,942
New +$3.27M 0.07% 266

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return