Schwarz Dygos Wheeler Investment Advisors’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
1,543
| – | – | 0.08% | 125 |
|
|
2025
Q1 | $256K | Hold |
1,543
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $305K | Buy |
1,543
+13
| +0.8% | +$2.57K | 0.07% | 126 |
|
|
2024
Q3 | $266K | Hold |
1,530
| – | – | 0.07% | 129 |
|
|
2024
Q2 | $266K | Hold |
1,530
| – | – | 0.07% | 122 |
|
|
2024
Q1 | $208K | Buy |
+1,530
| New | +$208K | 0.06% | 141 |
|
|
2022
Q1 | – | Sell |
-1,880
| Closed | -$226K | – | 142 |
|
|
2021
Q4 | $226K | Sell |
1,880
-5
| -0.3% | -$601 | 0.08% | 120 |
|
|
2021
Q3 | $210K | Sell |
1,885
-75
| -4% | -$8.36K | 0.08% | 123 |
|
|
2021
Q2 | $236K | Hold |
1,960
| – | – | 0.09% | 116 |
|
|
2021
Q1 | $232K | Hold |
1,960
| – | – | 0.1% | 110 |
|
|
2020
Q4 | $214K | Buy |
+1,960
| New | +$214K | 0.1% | 103 |
|