EFS
Essex Financial Services’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
8,041
-133
| -2% | -$30.1K | 0.12% | 165 |
|
|
2025
Q1 | $1.36M | Sell |
8,174
-1,514
| -16% | -$251K | 0.1% | 190 |
|
|
2024
Q4 | $1.91M | Buy |
9,688
+77
| +0.8% | +$15.2K | 0.14% | 140 |
|
|
2024
Q3 | $1.91M | Sell |
9,611
-40
| -0.4% | -$7.94K | 0.14% | 141 |
|
|
2024
Q2 | $1.59M | Buy |
9,651
+1,247
| +15% | +$205K | 0.12% | 170 |
|
|
2024
Q1 | $1.14M | Sell |
8,404
-1,076
| -11% | -$146K | 0.11% | 187 |
|
|
2023
Q4 | $986K | Sell |
9,480
-100
| -1% | -$10.4K | 0.1% | 193 |
|
|
2023
Q3 | $833K | Sell |
9,580
-200
| -2% | -$17.4K | 0.1% | 200 |
|
|
2023
Q2 | $987K | Sell |
9,780
-179
| -2% | -$18.1K | 0.11% | 175 |
|
|
2023
Q1 | $926K | Sell |
9,959
-487
| -5% | -$45.3K | 0.1% | 192 |
|
|
2022
Q4 | $778K | Sell |
10,446
-1,788
| -15% | -$133K | 0.08% | 215 |
|
|
2022
Q3 | $839K | Sell |
12,234
-774
| -6% | -$53.1K | 0.1% | 186 |
|
|
2022
Q2 | $1.06M | Sell |
13,008
-165
| -1% | -$13.5K | 0.12% | 171 |
|
|
2022
Q1 | $1.37M | Sell |
13,173
-2,270
| -15% | -$237K | 0.13% | 160 |
|
|
2021
Q4 | $1.86M | Buy |
15,443
+1,975
| +15% | +$238K | 0.18% | 120 |
|
|
2021
Q3 | $1.5M | Buy |
13,468
+1,160
| +9% | +$130K | 0.17% | 137 |
|
|
2021
Q2 | $1.46M | Hold |
12,308
| – | – | 0.21% | 109 |
|
|
2021
Q1 | $1.46M | Sell |
12,308
-470
| -4% | -$55.6K | 0.26% | 96 |
|
|
2020
Q4 | $1.39M | Sell |
12,778
-727
| -5% | -$79.3K | 0.28% | 90 |
|
|
2020
Q3 | $1.1M | Sell |
13,505
-35
| -0.3% | -$2.84K | 0.27% | 90 |
|
|
2020
Q2 | $769K | Buy |
13,540
+1,874
| +16% | +$106K | 0.24% | 102 |
|
|
2020
Q1 | $558K | Buy |
11,666
+920
| +9% | +$44K | 0.2% | 117 |
|
|
2019
Q4 | $624K | Buy |
+10,746
| New | +$624K | 0.17% | 131 |
|
|
2016
Q2 | – | Sell |
-7,956
| Closed | -$208K | – | 321 |
|
|
2016
Q1 | $208K | Sell |
7,956
-3,000
| -27% | -$78.4K | 0.05% | 284 |
|
|
2015
Q4 | $249K | Sell |
10,956
-1,226
| -10% | -$27.9K | 0.06% | 258 |
|
|
2015
Q3 | $253K | Hold |
12,182
| – | – | 0.07% | 260 |
|
|
2015
Q2 | $277K | Sell |
12,182
-8,806
| -42% | -$200K | 0.07% | 248 |
|
|
2015
Q1 | $493K | Sell |
20,988
-6,995
| -25% | -$164K | 0.13% | 184 |
|
|
2014
Q4 | $626K | Buy |
27,983
+16,401
| +142% | +$367K | 0.16% | 146 |
|
|
2014
Q3 | $234K | Buy |
+11,582
| New | +$234K | 0.07% | 260 |
|
|
2013
Q4 | – | Sell |
-10,658
| Closed | -$181 | – | 298 |
|
|
2013
Q3 | $181 | Buy |
10,658
+526
| +5% | +$9 | 0.06% | 248 |
|
|
2013
Q2 | $186K | Buy |
+10,132
| New | +$186K | 0.07% | 248 |
|