OFA
Oak Family Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
71,323
+215
| +0.3% | +$48.7K | 5.09% | 1 |
|
|
2025
Q1 | $11.8M | Buy |
71,108
+887
| +1% | +$147K | 3.98% | 2 |
|
|
2024
Q4 | $13.9M | Sell |
70,221
-8,724
| -11% | -$1.72M | 5.03% | 1 |
|
|
2024
Q3 | $13.7M | Sell |
78,945
-6,847
| -8% | -$1.19M | 4.21% | 1 |
|
|
2024
Q2 | $14.9M | Sell |
85,792
-10,968
| -11% | -$1.91M | 5.11% | 1 |
|
|
2024
Q1 | $13.2M | Buy |
96,760
+9,775
| +11% | +$1.33M | 5.06% | 1 |
|
|
2023
Q4 | $9.05M | Buy |
86,985
+6,965
| +9% | +$724K | 3.81% | 1 |
|
|
2023
Q3 | $6.95M | Buy |
80,020
+6,016
| +8% | +$523K | 3.29% | 4 |
|
|
2023
Q2 | $7.47M | Sell |
74,004
-5,732
| -7% | -$578K | 3.54% | 4 |
|
|
2023
Q1 | $7.42M | Buy |
79,736
+5,884
| +8% | +$547K | 3.65% | 4 |
|
|
2022
Q4 | $5.5M | Buy |
73,852
+9,827
| +15% | +$732K | 2.94% | 6 |
|
|
2022
Q3 | $4.39M | Buy |
64,025
+28,799
| +82% | +$1.97M | 2.35% | 8 |
|
|
2022
Q2 | $2.88M | Buy |
35,226
+2,778
| +9% | +$227K | 1.45% | 21 |
|
|
2022
Q1 | $3.38M | Sell |
32,448
-17,427
| -35% | -$1.82M | 1.32% | 17 |
|
|
2021
Q4 | $6M | Sell |
49,875
-5,475
| -10% | -$659K | 2.24% | 6 |
|
|
2021
Q3 | $6.18M | Sell |
55,350
-811
| -1% | -$90.6K | 2.26% | 4 |
|
|
2021
Q2 | $6.75M | Sell |
56,161
-307
| -0.5% | -$36.9K | 2.82% | 3 |
|
|
2021
Q1 | $6.68M | Sell |
56,468
-6,461
| -10% | -$764K | 2.9% | 3 |
|
|
2020
Q4 | $6.86M | Buy |
+62,929
| New | +$6.86M | 3.55% | 3 |
|