DWA
Dougherty Wealth Advisers’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
1,282
| – | – | 0.19% | 30 |
|
|
2025
Q1 | $213K | Hold |
1,282
| – | – | 0.16% | 36 |
|
|
2024
Q4 | $253K | Hold |
1,282
| – | – | 0.2% | 32 |
|
|
2024
Q3 | $223K | Hold |
1,282
| – | – | 0.18% | 35 |
|
|
2024
Q2 | $223K | Hold |
1,282
| – | – | 0.19% | 30 |
|
|
2024
Q1 | $174K | Hold |
1,282
| – | – | 0.15% | 40 |
|
|
2023
Q4 | $133K | Hold |
1,282
| – | – | 0.12% | 49 |
|
|
2023
Q3 | $111K | Hold |
1,282
| – | – | 0.13% | 48 |
|
|
2023
Q2 | $129K | Hold |
1,282
| – | – | 0.18% | 47 |
|
|
2023
Q1 | $119K | Hold |
1,282
| – | – | 0.18% | 46 |
|
|
2022
Q4 | $95.5K | Hold |
1,282
| – | – | 0.16% | 61 |
|
|
2022
Q3 | $88K | Hold |
1,282
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $105K | Hold |
1,282
| – | – | 0.2% | 54 |
|
|
2022
Q1 | $134K | Hold |
1,282
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $154K | Hold |
1,282
| – | – | 0.22% | 48 |
|
|
2021
Q3 | $143K | Hold |
1,282
| – | – | 0.21% | 47 |
|
|
2021
Q2 | $154K | Hold |
1,282
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $152K | Hold |
1,282
| – | – | 0.23% | 43 |
|
|
2020
Q4 | $140K | Hold |
1,282
| – | – | 0.22% | 44 |
|
|
2020
Q3 | $104K | Hold |
1,282
| – | – | 0.36% | 54 |
|
|
2020
Q2 | $73K | Hold |
1,282
| – | – | 0.27% | 73 |
|
|
2020
Q1 | $61K | Hold |
1,282
| – | – | 0.24% | 78 |
|
|
2019
Q4 | $74K | Hold |
1,282
| – | – | 0.23% | 80 |
|
|
2019
Q3 | $60K | Hold |
1,282
| – | – | 0.2% | 91 |
|
|
2019
Q2 | $50K | Hold |
1,282
| – | – | 0.14% | 118 |
|
|
2019
Q1 | $53K | Hold |
1,282
| – | – | 0.18% | 100 |
|
|
2018
Q4 | $49K | Buy |
+1,282
| New | +$49K | 0.16% | 103 |
|