EP Wealth Advisors’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
27,623
+5,917
| +27% | +$1.34M | 0.04% | 235 |
|
|
2025
Q1 | $3.6M | Buy |
21,706
+375
| +2% | +$62.3K | 0.03% | 264 |
|
|
2024
Q4 | $4.21M | Sell |
21,331
-4,281
| -17% | -$845K | 0.03% | 239 |
|
|
2024
Q3 | $4.45M | Buy |
25,612
+4,113
| +19% | +$714K | 0.04% | 232 |
|
|
2024
Q2 | $3.74M | Buy |
21,499
+6,988
| +48% | +$1.21M | 0.04% | 206 |
|
|
2024
Q1 | $1.97M | Buy |
14,511
+794
| +6% | +$108K | 0.02% | 265 |
|
|
2023
Q4 | $1.43M | Buy |
13,717
+603
| +5% | +$62.7K | 0.02% | 308 |
|
|
2023
Q3 | $1.14M | Sell |
13,114
-152,724
| -92% | -$13.3M | 0.02% | 305 |
|
|
2023
Q2 | $1.09M | Buy |
165,838
+127,913
| +337% | +$843K | 0.02% | 315 |
|
|
2023
Q1 | $7.87M | Buy |
37,925
+30,466
| +408% | +$6.32M | 0.14% | 105 |
|
|
2022
Q4 | $556K | Buy |
+7,459
| New | +$556K | 0.01% | 361 |
|
|
2022
Q3 | – | Sell |
-12,145
| Closed | -$993K | – | 622 |
|
|
2022
Q2 | $993K | Buy |
12,145
+6,923
| +133% | +$566K | 0.02% | 261 |
|
|
2022
Q1 | $544K | Buy |
5,222
+1,699
| +48% | +$177K | 0.01% | 366 |
|
|
2021
Q4 | $424K | Buy |
3,523
+238
| +7% | +$28.6K | 0.01% | 389 |
|
|
2021
Q3 | $367K | Sell |
3,285
-326
| -9% | -$36.4K | 0.01% | 388 |
|
|
2021
Q2 | $434K | Buy |
3,611
+570
| +19% | +$68.5K | 0.01% | 362 |
|
|
2021
Q1 | $360K | Buy |
3,041
+939
| +45% | +$111K | 0.01% | 375 |
|
|
2020
Q4 | $229K | Buy |
+2,102
| New | +$229K | 0.01% | 388 |
|
|
2019
Q4 | – | Sell |
-4,697
| Closed | -$218K | – | 436 |
|
|
2019
Q3 | $218K | Buy |
+4,697
| New | +$218K | 0.01% | 332 |
|