FRG Family 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 | $555K | Buy |
2,451
+1,026
| +72% | +$232K | 0.1% | 103 |
|
2025
Q1 | $237K | Hold |
1,425
| – | – | 0.05% | 138 |
|
2024
Q4 | $281K | Buy |
1,425
+40
| +3% | +$7.9K | 0.05% | 134 |
|
2024
Q3 | $241K | Hold |
1,385
| – | – | 0.04% | 139 |
|
2024
Q2 | $215K | Buy |
1,385
+920
| +198% | +$143K | 0.04% | 134 |
|
2024
Q1 | $63.9K | Buy |
+465
| New | +$63.9K | 0.01% | 194 |
|
2023
Q3 | – | Sell |
-2,138
| Closed | -$216K | – | 142 |
|
2023
Q2 | $216K | Sell |
2,138
-203
| -9% | -$20.5K | 0.05% | 131 |
|
2023
Q1 | $218K | Buy |
+2,341
| New | +$218K | 0.05% | 137 |
|