LGWM
Litman Gregory Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
53,982
-1,697
| -3% | -$384K | 0.96% | 28 |
|
|
2025
Q1 | $9.24M | Sell |
55,679
-581
| -1% | -$96.4K | 0.79% | 32 |
|
|
2024
Q4 | $11.1M | Sell |
56,260
-3,337
| -6% | -$659K | 0.96% | 31 |
|
|
2024
Q3 | $10.4M | Sell |
59,597
-749
| -1% | -$130K | 0.87% | 32 |
|
|
2024
Q2 | $10.5M | Sell |
60,346
-556
| -0.9% | -$96.6K | 0.93% | 31 |
|
|
2024
Q1 | $8.29M | Sell |
60,902
-4,166
| -6% | -$567K | 0.75% | 34 |
|
|
2023
Q4 | $6.77M | Sell |
65,068
-7,036
| -10% | -$732K | 0.64% | 34 |
|
|
2023
Q3 | $6.27M | Buy |
+72,104
| New | +$6.27M | 0.65% | 33 |
|