OWA
Octavia Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
6,682
+123
| +2% | +$28K | 0.17% | 54 |
|
|
2025
Q1 | $1.09M | Buy |
6,559
+1,130
| +21% | +$188K | 0.13% | 68 |
|
|
2024
Q4 | $1.08M | Buy |
5,429
+7
| +0.1% | +$1.39K | 0.13% | 70 |
|
|
2024
Q3 | $945K | Sell |
5,422
-48
| -0.9% | -$8.37K | 0.12% | 73 |
|
|
2024
Q2 | $954K | Sell |
5,470
-133
| -2% | -$23.2K | 0.13% | 75 |
|
|
2024
Q1 | $765K | Sell |
5,603
-90
| -2% | -$12.3K | 0.11% | 88 |
|
|
2023
Q4 | $595K | Buy |
5,693
+429
| +8% | +$44.8K | 0.1% | 105 |
|
|
2023
Q3 | $460K | Buy |
5,264
+62
| +1% | +$5.42K | 0.09% | 107 |
|
|
2023
Q2 | $527K | Sell |
5,202
-443
| -8% | -$44.9K | 0.11% | 94 |
|
|
2023
Q1 | $528K | Buy |
5,645
+501
| +10% | +$46.8K | 0.12% | 86 |
|
|
2022
Q4 | $385K | Hold |
5,144
| – | – | 0.1% | 111 |
|
|
2022
Q3 | $355K | Buy |
5,144
+591
| +13% | +$40.8K | 0.1% | 115 |
|
|
2022
Q2 | $375K | Buy |
4,553
+199
| +5% | +$16.4K | 0.1% | 113 |
|
|
2022
Q1 | $456K | Buy |
4,354
+5
| +0.1% | +$524 | 0.1% | 105 |
|
|
2021
Q4 | $525K | Buy |
4,349
+14
| +0.3% | +$1.69K | 0.11% | 101 |
|
|
2021
Q3 | $487K | Sell |
4,335
-436
| -9% | -$49K | 0.12% | 98 |
|
|
2021
Q2 | $575K | Buy |
4,771
+473
| +11% | +$57K | 0.15% | 84 |
|
|
2021
Q1 | $510K | Buy |
4,298
+314
| +8% | +$37.3K | 0.15% | 90 |
|
|
2020
Q4 | $436K | Buy |
+3,984
| New | +$436K | 0.14% | 102 |
|