JWBC
J.W. Burns & Co’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+1,200
| New | +$272K | 0.03% | 165 |
|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$237K | – | 193 |
|
|
2024
Q4 | $237K | Hold |
1,200
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $208K | Buy |
+1,200
| New | +$208K | 0.03% | 183 |
|
|
2023
Q1 | – | Sell |
-3,080
| Closed | -$229K | – | 176 |
|
|
2022
Q4 | $229K | Sell |
3,080
-425
| -12% | -$31.6K | 0.04% | 166 |
|
|
2022
Q3 | $240K | Sell |
3,505
-742
| -17% | -$50.8K | 0.05% | 154 |
|
|
2022
Q2 | $347K | Sell |
4,247
-2,889
| -40% | -$236K | 0.07% | 138 |
|
|
2022
Q1 | $744K | Sell |
7,136
-820
| -10% | -$85.5K | 0.12% | 107 |
|
|
2021
Q4 | $957K | Buy |
7,956
+85
| +1% | +$10.2K | 0.14% | 95 |
|
|
2021
Q3 | $879K | Buy |
7,871
+1,835
| +30% | +$205K | 0.14% | 101 |
|
|
2021
Q2 | $725K | Buy |
6,036
+2,119
| +54% | +$255K | 0.11% | 111 |
|
|
2021
Q1 | $463K | Buy |
+3,917
| New | +$463K | 0.08% | 125 |
|