Creative Planning’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Buy |
532,247
+33,963
| +7% | +$7.69M | 0.1% | 89 |
|
|
2025
Q1 | $82.7M | Buy |
498,284
+28,340
| +6% | +$4.7M | 0.08% | 108 |
|
|
2024
Q4 | $92.8M | Sell |
469,944
-25,742
| -5% | -$5.08M | 0.09% | 96 |
|
|
2024
Q3 | $86.1M | Buy |
495,686
+37,122
| +8% | +$6.45M | 0.09% | 101 |
|
|
2024
Q2 | $79.7M | Buy |
458,564
+27,025
| +6% | +$4.7M | 0.09% | 100 |
|
|
2024
Q1 | $58.7M | Buy |
431,539
+24,782
| +6% | +$3.37M | 0.07% | 117 |
|
|
2023
Q4 | $42.3M | Sell |
406,757
-185,940
| -31% | -$19.3M | 0.08% | 140 |
|
|
2023
Q3 | $51.5M | Buy |
592,697
+201,496
| +52% | +$17.5M | 0.07% | 121 |
|
|
2023
Q2 | $39.5M | Buy |
391,201
+14,259
| +4% | +$1.44M | 0.05% | 137 |
|
|
2023
Q1 | $35.1M | Buy |
376,942
+565
| +0.2% | +$52.6K | 0.05% | 143 |
|
|
2022
Q4 | $28M | Buy |
376,377
+10,862
| +3% | +$809K | 0.04% | 170 |
|
|
2022
Q3 | $25.1M | Buy |
365,515
+23,884
| +7% | +$1.64M | 0.04% | 157 |
|
|
2022
Q2 | $27.9M | Buy |
341,631
+16,823
| +5% | +$1.38M | 0.05% | 157 |
|
|
2022
Q1 | $33.9M | Buy |
324,808
+244,817
| +306% | +$25.5M | 0.05% | 141 |
|
|
2021
Q4 | $9.62M | Sell |
79,991
-35,914
| -31% | -$4.32M | 0.02% | 293 |
|
|
2021
Q3 | $12.9M | Sell |
115,905
-2,209
| -2% | -$247K | 0.02% | 229 |
|
|
2021
Q2 | $14.2M | Sell |
118,114
-10,707
| -8% | -$1.29M | 0.03% | 212 |
|
|
2021
Q1 | $15.2M | Sell |
128,821
-9,496
| -7% | -$1.12M | 0.03% | 211 |
|
|
2020
Q4 | $15.1M | Buy |
138,317
+81,921
| +145% | +$8.93M | 0.03% | 191 |
|
|
2020
Q3 | $4.57M | Buy |
56,396
+8,817
| +19% | +$715K | 0.01% | 323 |
|
|
2020
Q2 | $2.7M | Sell |
47,579
-1,848
| -4% | -$105K | 0.01% | 402 |
|
|
2020
Q1 | $2.36M | Buy |
49,427
+2,187
| +5% | +$105K | 0.01% | 382 |
|
|
2019
Q4 | $2.75M | Buy |
47,240
+2,523
| +6% | +$147K | 0.01% | 420 |
|
|
2019
Q3 | $2.08M | Sell |
44,717
-4,259
| -9% | -$198K | 0.01% | 477 |
|
|
2019
Q2 | $1.92M | Buy |
48,976
+15,633
| +47% | +$612K | 0.01% | 509 |
|
|
2019
Q1 | $1.37M | Sell |
33,343
-4,607
| -12% | -$189K | ﹤0.01% | 608 |
|
|
2018
Q4 | $1.4M | Buy |
37,950
+37
| +0.1% | +$1.37K | 0.01% | 525 |
|
|
2018
Q3 | $1.67M | Buy |
37,913
+803
| +2% | +$35.5K | 0.01% | 533 |
|
|
2018
Q2 | $1.36M | Buy |
37,110
+3,353
| +10% | +$123K | 0.01% | 584 |
|
|
2018
Q1 | $1.48M | Buy |
33,757
+2,774
| +9% | +$121K | 0.01% | 553 |
|
|
2017
Q4 | $1.23M | Buy |
30,983
+4,160
| +16% | +$165K | 0.01% | 618 |
|
|
2017
Q3 | $1.01M | Buy |
26,823
+133
| +0.5% | +$4.99K | ﹤0.01% | 714 |
|
|
2017
Q2 | $933K | Buy |
26,690
+1,639
| +7% | +$57.3K | ﹤0.01% | 720 |
|
|
2017
Q1 | $823K | Sell |
25,051
-509
| -2% | -$16.7K | ﹤0.01% | 743 |
|
|
2016
Q4 | $735K | Buy |
25,560
+1,620
| +7% | +$46.6K | ﹤0.01% | 745 |
|
|
2016
Q3 | $732K | Sell |
23,940
-198
| -0.8% | -$6.05K | ﹤0.01% | 721 |
|
|
2016
Q2 | $633K | Sell |
24,138
-1,583
| -6% | -$41.5K | ﹤0.01% | 680 |
|
|
2016
Q1 | $674K | Buy |
25,721
+2,509
| +11% | +$65.7K | 0.01% | 630 |
|
|
2015
Q4 | $528K | Sell |
23,212
-5,718
| -20% | -$130K | ﹤0.01% | 727 |
|
|
2015
Q3 | $600K | Buy |
28,930
+2,505
| +9% | +$52K | 0.01% | 668 |
|
|
2015
Q2 | $600K | Buy |
26,425
+1,465
| +6% | +$33.3K | 0.01% | 611 |
|
|
2015
Q1 | $586K | Sell |
24,960
-1,650
| -6% | -$38.7K | 0.01% | 672 |
|
|
2014
Q4 | $596K | Buy |
26,610
+4,742
| +22% | +$106K | 0.01% | 627 |
|
|
2014
Q3 | $441K | Buy |
21,868
+4,599
| +27% | +$92.7K | 0.01% | 709 |
|
|
2014
Q2 | $369K | Buy |
17,269
+2,432
| +16% | +$52K | ﹤0.01% | 760 |
|
|
2014
Q1 | $297K | Buy |
14,837
+2,086
| +16% | +$41.8K | ﹤0.01% | 824 |
|
|
2013
Q4 | $222K | Buy |
12,751
+459
| +4% | +$7.99K | ﹤0.01% | 820 |
|
|
2013
Q3 | $208K | Buy |
12,292
+1,052
| +9% | +$17.8K | ﹤0.01% | 746 |
|
|
2013
Q2 | $206K | Buy |
+11,240
| New | +$206K | ﹤0.01% | 673 |
|