DWM
Destination Wealth Management’s TSMC TSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,719
| Closed | -$285K | – | 261 |
|
2025
Q1 | $285K | Buy |
1,719
+60
| +4% | +$9.96K | 0.01% | 206 |
|
2024
Q4 | $328K | Sell |
1,659
-75
| -4% | -$14.8K | 0.01% | 192 |
|
2024
Q3 | $301K | Sell |
1,734
-5
| -0.3% | -$868 | 0.01% | 192 |
|
2024
Q2 | $302K | Buy |
+1,739
| New | +$302K | 0.01% | 174 |
|
2022
Q3 | – | Sell |
-28,248
| Closed | -$2.31M | – | 199 |
|
2022
Q2 | $2.31M | Sell |
28,248
-150,521
| -84% | -$12.3M | 0.09% | 105 |
|
2022
Q1 | $18.6M | Buy |
178,769
+11,936
| +7% | +$1.24M | 0.69% | 54 |
|
2021
Q4 | $20.1M | Sell |
166,833
-4,973
| -3% | -$598K | 0.71% | 50 |
|
2021
Q3 | $19.2M | Buy |
171,806
+5,046
| +3% | +$563K | 0.74% | 50 |
|
2021
Q2 | $20M | Buy |
166,760
+16,235
| +11% | +$1.95M | 0.77% | 46 |
|
2021
Q1 | $17.8M | Buy |
+150,525
| New | +$17.8M | 0.74% | 50 |
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$47K | – | 473 |
|
2019
Q2 | $47K | Buy |
+1,200
| New | +$47K | ﹤0.01% | 284 |
|
2019
Q1 | – | Sell |
-57
| Closed | -$2K | – | 722 |
|
2018
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 486 |
|
2018
Q2 | – | Sell |
-1,664
| Closed | -$73K | – | 639 |
|
2018
Q1 | $73K | Buy |
+1,664
| New | +$73K | ﹤0.01% | 219 |
|
2015
Q3 | – | Sell |
-18,790
| Closed | -$427K | – | 216 |
|
2015
Q2 | $427K | Buy |
+18,790
| New | +$427K | 0.03% | 181 |
|