SAG
SageView Advisory Group’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
3,445
-220
| -6% | -$53.4K | 0.03% | 270 |
|
|
2025
Q1 | $608K | Buy |
3,665
+79
| +2% | +$13.1K | 0.03% | 304 |
|
|
2024
Q4 | $708K | Buy |
3,586
+23
| +0.6% | +$4.54K | 0.03% | 276 |
|
|
2024
Q3 | $619K | Sell |
3,563
-1,743
| -33% | -$303K | 0.03% | 264 |
|
|
2024
Q2 | $922K | Buy |
+5,306
| New | +$922K | 0.04% | 233 |
|
|
2024
Q1 | – | Sell |
-6,911
| Closed | -$802K | – | 837 |
|
|
2023
Q4 | $802K | Buy |
6,911
+3,737
| +118% | +$434K | 0.03% | 295 |
|
|
2023
Q3 | $276K | Buy |
3,174
+224
| +8% | +$19.5K | 0.02% | 441 |
|
|
2023
Q2 | $298K | Sell |
2,950
-39
| -1% | -$3.94K | 0.02% | 447 |
|
|
2023
Q1 | $278K | Buy |
+2,989
| New | +$278K | 0.02% | 399 |
|