SVWAG
Sound View Wealth Advisors Group’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,030
+182
| +4% | +$41.2K | 0.08% | 172 |
|
|
2025
Q1 | $805K | Buy |
4,848
+226
| +5% | +$37.5K | 0.07% | 207 |
|
|
2024
Q4 | $913K | Buy |
4,622
+370
| +9% | +$73.1K | 0.07% | 190 |
|
|
2024
Q3 | $738K | Buy |
4,252
+111
| +3% | +$19.3K | 0.06% | 215 |
|
|
2024
Q2 | $720K | Buy |
4,141
+68
| +2% | +$11.8K | 0.07% | 194 |
|
|
2024
Q1 | $554K | Sell |
4,073
-99
| -2% | -$13.5K | 0.06% | 226 |
|
|
2023
Q4 | $434K | Sell |
4,172
-151
| -3% | -$15.7K | 0.05% | 254 |
|
|
2023
Q3 | $376K | Buy |
4,323
+261
| +6% | +$22.7K | 0.05% | 255 |
|
|
2023
Q2 | $410K | Sell |
4,062
-436
| -10% | -$44K | 0.05% | 246 |
|
|
2023
Q1 | $418K | Buy |
4,498
+326
| +8% | +$30.3K | 0.06% | 238 |
|
|
2022
Q4 | $434K | Buy |
4,172
+144
| +4% | +$15K | 0.05% | 254 |
|
|
2022
Q3 | $276K | Sell |
4,028
-315
| -7% | -$21.6K | 0.06% | 222 |
|
|
2022
Q2 | $355K | Buy |
4,343
+68
| +2% | +$5.56K | 0.07% | 202 |
|
|
2022
Q1 | $446K | Sell |
4,275
-42
| -1% | -$4.38K | 0.08% | 189 |
|
|
2021
Q4 | $519K | Buy |
4,317
+210
| +5% | +$25.2K | 0.1% | 179 |
|
|
2021
Q3 | $459K | Sell |
4,107
-4
| -0.1% | -$447 | 0.1% | 180 |
|
|
2021
Q2 | $494K | Buy |
4,111
+331
| +9% | +$39.8K | 0.1% | 175 |
|
|
2021
Q1 | $447K | Sell |
3,780
-100
| -3% | -$11.8K | 0.1% | 170 |
|
|
2020
Q4 | $423K | Buy |
3,880
+140
| +4% | +$15.3K | 0.1% | 168 |
|
|
2020
Q3 | $303K | Sell |
3,740
-161
| -4% | -$13K | 0.08% | 188 |
|
|
2020
Q2 | $221K | Buy |
+3,901
| New | +$221K | 0.06% | 223 |
|
|
2020
Q1 | – | Sell |
-3,960
| Closed | -$230K | – | 234 |
|
|
2019
Q4 | $230K | Sell |
3,960
-609
| -13% | -$35.4K | 0.06% | 228 |
|
|
2019
Q3 | $212K | Sell |
4,569
-1,524
| -25% | -$70.7K | 0.06% | 231 |
|
|
2019
Q2 | $239K | Buy |
+6,093
| New | +$239K | 0.07% | 223 |
|