JFS 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 | $536K | Sell |
2,368
-95
| -4% | -$21.5K | 0.03% | 204 |
|
|
2025
Q1 | $409K | Buy |
2,463
+95
| +4% | +$15.8K | 0.03% | 215 |
|
|
2024
Q4 | $468K | Buy |
2,368
+12
| +0.5% | +$2.37K | 0.03% | 206 |
|
|
2024
Q3 | $409K | Hold |
2,356
| – | – | 0.03% | 214 |
|
|
2024
Q2 | $409K | Sell |
2,356
-15
| -0.6% | -$2.61K | 0.03% | 162 |
|
|
2024
Q1 | $323K | Sell |
2,371
-15
| -0.6% | -$2.04K | 0.03% | 197 |
|
|
2023
Q4 | $248K | Buy |
2,386
+509
| +27% | +$52.9K | 0.02% | 211 |
|
|
2023
Q3 | $163K | Buy |
1,877
+33
| +2% | +$2.87K | 0.02% | 241 |
|
|
2023
Q2 | $186K | Buy |
1,844
+92
| +5% | +$9.29K | 0.02% | 223 |
|
|
2023
Q1 | $163K | Buy |
1,752
+118
| +7% | +$11K | 0.02% | 236 |
|
|
2022
Q4 | $122K | Buy |
1,634
+882
| +117% | +$65.7K | 0.01% | 252 |
|
|
2022
Q3 | $52K | Sell |
752
-1,817
| -71% | -$126K | 0.01% | 370 |
|
|
2022
Q2 | $210K | Buy |
2,569
+1,707
| +198% | +$140K | 0.02% | 205 |
|
|
2022
Q1 | $90K | Buy |
862
+22
| +3% | +$2.3K | 0.01% | 317 |
|
|
2021
Q4 | $101K | Buy |
840
+274
| +48% | +$32.9K | 0.01% | 305 |
|
|
2021
Q3 | $63K | Buy |
566
+254
| +81% | +$28.3K | 0.01% | 382 |
|
|
2021
Q2 | $37K | Buy |
312
+50
| +19% | +$5.93K | 0.01% | 303 |
|
|
2021
Q1 | $31K | Buy |
262
+67
| +34% | +$7.93K | 0.01% | 298 |
|
|
2020
Q4 | $21K | Hold |
195
| – | – | ﹤0.01% | 325 |
|
|
2020
Q3 | $16K | Hold |
195
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $11K | Hold |
195
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $9K | Hold |
195
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $11K | Hold |
195
| – | – | ﹤0.01% | 368 |
|
|
2019
Q3 | $9K | Hold |
195
| – | – | ﹤0.01% | 379 |
|
|
2019
Q2 | $8K | Buy |
195
+70
| +56% | +$2.87K | ﹤0.01% | 386 |
|
|
2019
Q1 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 397 |
|
|
2016
Q2 | – | Sell |
-128
| Closed | -$3K | – | 615 |
|
|
2016
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 500 |
|
|
2015
Q4 | $3K | Hold |
128
| – | – | ﹤0.01% | 495 |
|
|
2015
Q3 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 428 |
|