Mark Sheptoff Financial Planning’s TSMC TSM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$66.6K	Sell	294 -170	-37%	-$38.5K	0.04%	161
2025 Q1	$77K	Sell	464 -340	-42%	-$56.4K	0.04%	138
2024 Q4	$159K	Hold	804	–	–	0.09%	101
2024 Q3	$140K	Sell	804 -175	-18%	-$30.4K	0.07%	107
2024 Q2	$170K	Buy	979 +475	+94%	+$82.6K	0.1%	101
2024 Q1	$68.6K	Hold	504	–	–	0.04%	153
2023 Q4	$52.4K	Hold	504	–	–	0.03%	156
2023 Q3	$43.8K	Hold	504	–	–	0.03%	159
2023 Q2	$50.9K	Hold	504	–	–	0.03%	164
2023 Q1	$46.9K	Hold	504	–	–	0.03%	155
2022 Q4	$37.5K	Hold	504	–	–	0.02%	165
2022 Q3	$35K	Hold	504	–	–	0.02%	166
2022 Q2	$41K	Sell	504 -150	-23%	-$12.2K	0.02%	170
2022 Q1	$68K	Buy	654 +150	+30%	+$15.6K	0.03%	154
2021 Q4	$61K	Hold	504	–	–	0.03%	169
2021 Q3	$56K	Sell	504 -50	-9%	-$5.56K	0.03%	170
2021 Q2	$67K	Hold	554	–	–	0.04%	162
2021 Q1	$66K	Sell	554 -200	-27%	-$23.8K	0.04%	147
2020 Q4	$82K	Buy	754 +250	+50%	+$27.2K	0.05%	136
2020 Q3	$41K	Hold	504	–	–	0.03%	155
2020 Q2	$29K	Hold	504	–	–	0.02%	177
2020 Q1	$24K	Hold	504	–	–	0.02%	172
2019 Q4	$29K	Hold	504	–	–	0.02%	189
2019 Q3	$23K	Hold	504	–	–	0.02%	198
2019 Q2	$20K	Hold	504	–	–	0.01%	212
2019 Q1	$21K	Hold	504	–	–	0.02%	210
2018 Q4	$19K	Hold	504	–	–	0.02%	194
2018 Q3	$22K	Hold	504	–	–	0.02%	231
2018 Q2	$18K	Hold	504	–	–	0.01%	231
2018 Q1	$22K	Hold	504	–	–	0.02%	227
2017 Q4	$20K	Hold	504	–	–	0.01%	237
2017 Q3	$19K	Hold	504	–	–	0.01%	244
2017 Q2	$18K	Sell	504 -1	-0.2%	-$36	0.01%	236
2017 Q1	$17K	Buy	505 +1	+0.2%	+$34	0.01%	246
2016 Q4	$14K	Hold	504	–	–	0.01%	250
2016 Q3	$15K	Hold	504	–	–	0.01%	240
2016 Q2	$13K	Hold	504	–	–	0.01%	237
2016 Q1	$13K	Hold	504	–	–	0.01%	236
2015 Q4	$11K	Hold	504	–	–	0.01%	273
2015 Q3	$10K	Hold	504	–	–	0.01%	253
2015 Q2	$11K	Hold	504	–	–	0.01%	267
2015 Q1	$12K	Hold	504	–	–	0.01%	256
2014 Q4	$11K	Hold	504	–	–	0.01%	263
2014 Q3	$10K	Hold	504	–	–	0.01%	270
2014 Q2	$11K	Hold	504	–	–	0.01%	271
2014 Q1	$10K	Buy	+504	New	+$10K	0.01%	283