GWM
Gitterman Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
1,663
-65
| -4% | -$14.7K | 0.09% | 57 |
|
|
2025
Q1 | $287K | Buy |
1,728
+3
| +0.2% | +$498 | 0.08% | 81 |
|
|
2024
Q4 | $341K | Buy |
1,725
+139
| +9% | +$27.5K | 0.14% | 64 |
|
|
2024
Q3 | $276K | Sell |
1,586
-39
| -2% | -$6.78K | 0.11% | 75 |
|
|
2024
Q2 | $282K | Buy |
+1,625
| New | +$282K | 0.11% | 67 |
|
|
2023
Q4 | – | Sell |
-2,908
| Closed | -$253K | – | 108 |
|
|
2023
Q3 | $253K | Sell |
2,908
-67
| -2% | -$5.82K | 0.12% | 49 |
|
|
2023
Q2 | $300K | Sell |
2,975
-494
| -14% | -$49.9K | 0.14% | 40 |
|
|
2023
Q1 | $323K | Sell |
3,469
-3,674
| -51% | -$342K | 0.15% | 29 |
|
|
2022
Q4 | $532K | Buy |
7,143
+1,042
| +17% | +$77.6K | 0.27% | 19 |
|
|
2022
Q3 | $423K | Buy |
6,101
+142
| +2% | +$9.85K | 0.44% | 22 |
|
|
2022
Q2 | $490K | Sell |
5,959
-28
| -0.5% | -$2.3K | 0.46% | 25 |
|
|
2022
Q1 | $569K | Sell |
5,987
-817
| -12% | -$77.6K | 0.46% | 25 |
|
|
2021
Q4 | $819K | Sell |
6,804
-706
| -9% | -$85K | 0.61% | 21 |
|
|
2021
Q3 | $838K | Buy |
7,510
+760
| +11% | +$84.8K | 0.67% | 17 |
|
|
2021
Q2 | $811K | Buy |
6,750
+249
| +4% | +$29.9K | 0.66% | 18 |
|
|
2021
Q1 | $769K | Buy |
+6,501
| New | +$769K | 0.5% | 19 |
|