Strategic Wealth Partners’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.15M Buy
+27,156
New +$6.15M 0.48% 68
2024
Q4
$366K Buy
1,815
+347
+24% +$70K 0.03% 241
2024
Q3
$255K Sell
1,468
-279
-16% -$48.5K 0.02% 270
2024
Q2
$304K Buy
+1,747
New +$304K 0.03% 240
2022
Q2
Sell
-22,107
Closed -$2.31M 284
2022
Q1
$2.31M Buy
22,107
+5,864
+36% +$611K 0.45% 77
2021
Q4
$1.95M Buy
16,243
+3,818
+31% +$459K 0.37% 87
2021
Q3
$1.39M Buy
12,425
+1,921
+18% +$214K 0.41% 68
2021
Q2
$1.26M Sell
10,504
-526
-5% -$63.2K 0.41% 65
2021
Q1
$1.31M Sell
11,030
-2,590
-19% -$306K 0.52% 50
2020
Q4
$1.49M Sell
13,620
-615
-4% -$67.1K 0.62% 38
2020
Q3
$1.15M Sell
14,235
-1,194
-8% -$96.8K 0.58% 49
2020
Q2
$876K Buy
+15,429
New +$876K 0.45% 69
2019
Q4
Sell
-350
Closed -$16 476
2019
Q3
$16 Hold
350
﹤0.01% 424
2019
Q2
$13K Sell
350
-558
-61% -$20.7K 0.01% 460
2019
Q1
$37K Buy
908
+58
+7% +$2.36K 0.02% 270
2018
Q4
$32K Hold
850
0.02% 277
2018
Q3
$38K Hold
850
0.02% 250
2018
Q2
$31K Sell
850
-83
-9% -$3.03K 0.02% 313
2018
Q1
$41K Buy
933
+83
+10% +$3.65K 0.02% 259
2017
Q4
$36K Buy
+850
New +$36K 0.02% 249