Keudell/Morrison Wealth Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,023
| New | +$232K | 0.05% | 199 |
|
|
2025
Q1 | – | Sell |
-1,111
| Closed | -$219K | – | 234 |
|
|
2024
Q4 | $219K | Buy |
+1,111
| New | +$219K | 0.06% | 199 |
|
|
2024
Q3 | – | Sell |
-4,027
| Closed | -$700K | – | 229 |
|
|
2024
Q2 | $700K | Buy |
4,027
+59
| +1% | +$10.3K | 0.2% | 90 |
|
|
2024
Q1 | $540K | Sell |
3,968
-48
| -1% | -$6.53K | 0.16% | 104 |
|
|
2023
Q4 | $418K | Hold |
4,016
| – | – | 0.14% | 118 |
|
|
2023
Q3 | $349K | Sell |
4,016
-317
| -7% | -$27.5K | 0.11% | 127 |
|
|
2023
Q2 | $437K | Buy |
4,333
+18
| +0.4% | +$1.82K | 0.13% | 108 |
|
|
2023
Q1 | $401K | Sell |
4,315
-182
| -4% | -$16.9K | 0.12% | 111 |
|
|
2022
Q4 | $335K | Sell |
4,497
-26
| -0.6% | -$1.94K | 0.11% | 128 |
|
|
2022
Q3 | $310K | Hold |
4,523
| – | – | 0.12% | 130 |
|
|
2022
Q2 | $370K | Sell |
4,523
-112
| -2% | -$9.16K | 0.13% | 116 |
|
|
2022
Q1 | $483K | Buy |
4,635
+47
| +1% | +$4.9K | 0.2% | 102 |
|
|
2021
Q4 | $552K | Sell |
4,588
-396
| -8% | -$47.6K | 0.22% | 94 |
|
|
2021
Q3 | $556K | Sell |
4,984
-2
| -0% | -$223 | 0.24% | 94 |
|
|
2021
Q2 | $599K | Buy |
4,986
+215
| +5% | +$25.8K | 0.33% | 86 |
|
|
2021
Q1 | $564K | Sell |
4,771
-171
| -3% | -$20.2K | 0.33% | 87 |
|
|
2020
Q4 | $539K | Buy |
4,942
+23
| +0.5% | +$2.51K | 0.34% | 84 |
|
|
2020
Q3 | $399K | Buy |
4,919
+76
| +2% | +$6.17K | 0.26% | 95 |
|
|
2020
Q2 | $275K | Sell |
4,843
-218
| -4% | -$12.4K | 0.23% | 116 |
|
|
2020
Q1 | $242K | Sell |
5,061
-241
| -5% | -$11.5K | 0.24% | 116 |
|
|
2019
Q4 | $308K | Buy |
5,302
+340
| +7% | +$19.8K | 0.21% | 110 |
|
|
2019
Q3 | $231K | Hold |
4,962
| – | – | 0.19% | 128 |
|
|
2019
Q2 | $205K | Hold |
4,962
| – | – | 0.18% | 132 |
|
|
2019
Q1 | $203K | Buy |
+4,962
| New | +$203K | 0.18% | 128 |
|