SWA
Sax Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
2,324
-76
| -3% | -$17.2K | 0.03% | 249 |
|
|
2025
Q1 | $398K | Buy |
2,400
+154
| +7% | +$25.6K | 0.03% | 248 |
|
|
2024
Q4 | $444K | Buy |
2,246
+22
| +1% | +$4.35K | 0.03% | 206 |
|
|
2024
Q3 | $386K | Sell |
2,224
-64
| -3% | -$11.1K | 0.03% | 194 |
|
|
2024
Q2 | $398K | Buy |
2,288
+440
| +24% | +$76.5K | 0.04% | 170 |
|
|
2024
Q1 | $251K | Buy |
+1,848
| New | +$251K | 0.03% | 160 |
|
|
2022
Q3 | – | Sell |
-3,448
| Closed | -$282K | – | 170 |
|
|
2022
Q2 | $282K | Hold |
3,448
| – | – | 0.07% | 140 |
|
|
2022
Q1 | $359K | Hold |
3,448
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $415K | Hold |
3,448
| – | – | 0.09% | 125 |
|
|
2021
Q3 | $385K | Hold |
3,448
| – | – | 0.09% | 114 |
|
|
2021
Q2 | $414K | Hold |
3,448
| – | – | 0.14% | 102 |
|
|
2021
Q1 | $408K | Buy |
3,448
+600
| +21% | +$71K | 0.15% | 96 |
|
|
2020
Q4 | $311K | Buy |
+2,848
| New | +$311K | 0.14% | 96 |
|