OWA
One Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
17,949
+165
| +0.9% | +$37.4K | 0.57% | 40 |
|
|
2025
Q1 | $2.96M | Buy |
17,784
+290
| +2% | +$48.3K | 0.44% | 44 |
|
|
2024
Q4 | $3.45M | Sell |
17,494
-605
| -3% | -$119K | 0.51% | 39 |
|
|
2024
Q3 | $3.15M | Sell |
18,099
-202
| -1% | -$35.2K | 0.48% | 40 |
|
|
2024
Q2 | $3.06M | Sell |
18,301
-287
| -2% | -$48K | 0.66% | 28 |
|
|
2024
Q1 | $2.54M | Buy |
18,588
+1,931
| +12% | +$264K | 0.44% | 43 |
|
|
2023
Q4 | $1.74M | Buy |
+16,657
| New | +$1.74M | 0.34% | 49 |
|
|
2023
Q3 | – | Sell |
-16,711
| Closed | -$1.69M | – | 224 |
|
|
2023
Q2 | $1.69M | Buy |
16,711
+75
| +0.5% | +$7.57K | 0.36% | 44 |
|
|
2023
Q1 | $1.55M | Buy |
16,636
+11,021
| +196% | +$1.03M | 0.36% | 47 |
|
|
2022
Q4 | $418K | Sell |
5,615
-7,676
| -58% | -$572K | 0.1% | 110 |
|
|
2022
Q3 | $911K | Buy |
13,291
+92
| +0.7% | +$6.31K | 0.3% | 47 |
|
|
2022
Q2 | $1.08M | Sell |
13,199
-564
| -4% | -$46.1K | 0.29% | 54 |
|
|
2022
Q1 | $1.44M | Buy |
13,763
+2,273
| +20% | +$237K | 0.35% | 46 |
|
|
2021
Q4 | $1.38M | Buy |
11,490
+1,211
| +12% | +$146K | 0.35% | 45 |
|
|
2021
Q3 | $1.15M | Buy |
10,279
+1,718
| +20% | +$192K | 0.34% | 44 |
|
|
2021
Q2 | $1.03M | Buy |
8,561
+3,038
| +55% | +$365K | 0.33% | 43 |
|
|
2021
Q1 | $653K | Sell |
5,523
-1,037
| -16% | -$123K | 0.25% | 51 |
|
|
2020
Q4 | $715K | Buy |
6,560
+161
| +3% | +$17.5K | 0.39% | 22 |
|
|
2020
Q3 | $519K | Sell |
6,399
-1,503
| -19% | -$122K | 0.36% | 22 |
|
|
2020
Q2 | $449K | Sell |
7,902
-589
| -7% | -$33.5K | 0.36% | 32 |
|
|
2020
Q1 | $406K | Sell |
8,491
-355
| -4% | -$17K | 0.4% | 29 |
|
|
2019
Q4 | $514K | Sell |
8,846
-2,699
| -23% | -$157K | 0.38% | 32 |
|
|
2019
Q3 | $537K | Sell |
11,545
-645
| -5% | -$30K | 0.47% | 24 |
|
|
2019
Q2 | $477K | Buy |
12,190
+1,016
| +9% | +$39.8K | 0.39% | 38 |
|
|
2019
Q1 | $458K | Sell |
11,174
-177
| -2% | -$7.26K | 0.37% | 37 |
|
|
2018
Q4 | $419K | Buy |
11,351
+261
| +2% | +$9.63K | 0.42% | 34 |
|
|
2018
Q3 | $490K | Sell |
11,090
-8
| -0.1% | -$353 | 0.38% | 36 |
|
|
2018
Q2 | $406K | Sell |
11,098
-58
| -0.5% | -$2.12K | 0.32% | 48 |
|
|
2018
Q1 | $488K | Sell |
11,156
-162
| -1% | -$7.09K | 0.43% | 26 |
|
|
2017
Q4 | $449K | Buy |
+11,318
| New | +$449K | 0.36% | 35 |
|