SPWM
Straight Path Wealth Management’s TSMC TSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,500
| Closed | -$494K | – | 115 |
|
2024
Q4 | $494K | Hold |
2,500
| – | – | 0.2% | 49 |
|
2024
Q3 | $434K | Hold |
2,500
| – | – | 0.19% | 54 |
|
2024
Q2 | $435K | Hold |
2,500
| – | – | 0.22% | 55 |
|
2024
Q1 | $340K | Hold |
2,500
| – | – | 0.19% | 64 |
|
2023
Q4 | $260K | Hold |
2,500
| – | – | 0.15% | 74 |
|
2023
Q3 | $217K | Hold |
2,500
| – | – | 0.15% | 70 |
|
2023
Q2 | $252K | Hold |
2,500
| – | – | 0.17% | 68 |
|
2023
Q1 | $233K | Buy |
+2,500
| New | +$233K | 0.19% | 61 |
|