Montag & Associates’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
52,938
+547
| +1% | +$124K | 0.59% | 44 |
|
|
2025
Q1 | $8.73M | Buy |
52,391
+6,895
| +15% | +$1.15M | 0.44% | 56 |
|
|
2024
Q4 | $9.01M | Buy |
45,496
+1,622
| +4% | +$321K | 0.43% | 54 |
|
|
2024
Q3 | $7.65M | Sell |
43,874
-8,569
| -16% | -$1.49M | 0.36% | 69 |
|
|
2024
Q2 | $9.14M | Buy |
52,443
+9,011
| +21% | +$1.57M | 0.46% | 57 |
|
|
2024
Q1 | $5.93M | Buy |
43,432
+37,693
| +657% | +$5.15M | 0.3% | 83 |
|
|
2023
Q4 | $597K | Buy |
5,739
+5,201
| +967% | +$541K | 0.03% | 283 |
|
|
2023
Q3 | $47.1K | Sell |
538
-10
| -2% | -$875 | ﹤0.01% | 562 |
|
|
2023
Q2 | $55.5K | Buy |
548
+45
| +9% | +$4.56K | ﹤0.01% | 546 |
|
|
2023
Q1 | $47.1K | Sell |
503
-371
| -42% | -$34.7K | ﹤0.01% | 560 |
|
|
2022
Q4 | $65.5K | Buy |
874
+632
| +261% | +$47.3K | ﹤0.01% | 501 |
|
|
2022
Q3 | $17K | Hold |
242
| – | – | ﹤0.01% | 678 |
|
|
2022
Q2 | $20K | Hold |
242
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $25K | Hold |
242
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $29K | Hold |
242
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $27K | Hold |
242
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $29K | Hold |
242
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $29K | Hold |
242
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $26K | Buy |
+242
| New | +$26K | ﹤0.01% | 612 |
|