SWA
SOA Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
2,160
+68
| +3% | +$15.4K | 0.09% | 120 |
|
|
2025
Q1 | $347K | Buy |
2,092
+260
| +14% | +$43.2K | 0.07% | 133 |
|
|
2024
Q4 | $362K | Buy |
1,832
+358
| +24% | +$70.7K | 0.07% | 136 |
|
|
2024
Q3 | $256K | Hold |
1,474
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $256K | Sell |
1,474
-350
| -19% | -$60.8K | 0.05% | 158 |
|
|
2024
Q1 | $248K | Buy |
1,824
+17
| +0.9% | +$2.31K | 0.05% | 162 |
|
|
2023
Q4 | $188K | Hold |
1,807
| – | – | 0.04% | 183 |
|
|
2023
Q3 | $157K | Buy |
1,807
+107
| +6% | +$9.3K | 0.04% | 191 |
|
|
2023
Q2 | $172K | Hold |
1,700
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $158K | Hold |
1,700
| – | – | 0.04% | 182 |
|
|
2022
Q4 | $127K | Hold |
1,700
| – | – | 0.03% | 200 |
|
|
2022
Q3 | $116K | Hold |
1,700
| – | – | 0.03% | 190 |
|
|
2022
Q2 | $138K | Sell |
1,700
-150
| -8% | -$12.2K | 0.04% | 175 |
|
|
2022
Q1 | $192K | Buy |
1,850
+150
| +9% | +$15.6K | 0.05% | 165 |
|
|
2021
Q4 | $204K | Sell |
1,700
-150
| -8% | -$18K | 0.05% | 154 |
|
|
2021
Q3 | $206K | Hold |
1,850
| – | – | 0.05% | 152 |
|
|
2021
Q2 | $222K | Buy |
1,850
+150
| +9% | +$18K | 0.06% | 147 |
|
|
2021
Q1 | $201K | Hold |
1,700
| – | – | 0.06% | 141 |
|
|
2020
Q4 | $227K | Buy |
+1,700
| New | +$227K | 0.06% | 131 |
|