Monterey Private Wealth’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$330K	Sell	1,990 -65	-3%	-$10.8K	0.1%	89
2024 Q4	$406K	Buy	2,055 +153	+8%	+$30.2K	0.13%	74
2024 Q3	$330K	Hold	1,902	–	–	0.11%	89
2024 Q2	$331K	Buy	1,902 +271	+17%	+$47.1K	0.12%	82
2024 Q1	$222K	Buy	+1,631	New	+$222K	0.09%	100