Heritage 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 | $579K | Buy |
2,557
+2,207
| +631% | +$500K | 0.03% | 119 |
|
|
2025
Q1 | $58.1K | Buy |
350
+50
| +17% | +$8.3K | ﹤0.01% | 290 |
|
|
2024
Q4 | $59.2K | Buy |
300
+50
| +20% | +$9.88K | ﹤0.01% | 297 |
|
|
2024
Q3 | $43.4K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $43.5K | Hold |
250
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $34K | Hold |
250
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $26K | Sell |
250
-312
| -56% | -$32.4K | ﹤0.01% | 389 |
|
|
2023
Q3 | $48.8K | Hold |
562
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $56.7K | Hold |
562
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $52.3K | Hold |
562
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $41.9K | Buy |
562
+125
| +29% | +$9.31K | ﹤0.01% | 346 |
|
|
2022
Q3 | $30K | Buy |
437
+78
| +22% | +$5.35K | ﹤0.01% | 343 |
|
|
2022
Q2 | $29K | Buy |
359
+125
| +53% | +$10.1K | ﹤0.01% | 379 |
|
|
2022
Q1 | $24K | Buy |
+234
| New | +$24K | ﹤0.01% | 384 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$1.74K | – | 577 |
|
|
2019
Q4 | $1.74K | Buy |
+30
| New | +$1.74K | ﹤0.01% | 583 |
|