Summit Trail 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 | $1.68M | Buy |
+7,414
| New | +$1.68M | 0.03% | 308 |
|
2024
Q4 | – | Sell |
-3,839
| Closed | -$669K | – | 739 |
|
2024
Q3 | $669K | Buy |
3,839
+1,311
| +52% | +$228K | 0.02% | 338 |
|
2024
Q2 | $441K | Buy |
2,528
+493
| +24% | +$85.9K | 0.01% | 396 |
|
2024
Q1 | $278K | Buy |
+2,035
| New | +$278K | 0.01% | 485 |
|
2023
Q3 | – | Sell |
-2,022
| Closed | -$205K | – | 577 |
|
2023
Q2 | $205K | Buy |
+2,022
| New | +$205K | 0.01% | 479 |
|
2022
Q1 | – | Sell |
-1,815
| Closed | -$219K | – | 374 |
|
2021
Q4 | $219K | Sell |
1,815
-444
| -20% | -$53.6K | 0.01% | 263 |
|
2021
Q3 | $253K | Buy |
2,259
+50
| +2% | +$5.6K | 0.02% | 224 |
|
2021
Q2 | $266K | Sell |
2,209
-135
| -6% | -$16.3K | 0.02% | 188 |
|
2021
Q1 | $278K | Buy |
+2,344
| New | +$278K | 0.03% | 160 |
|
2018
Q1 | – | Sell |
-973
| Closed | -$42K | – | 1564 |
|
2017
Q4 | $42K | Buy |
+973
| New | +$42K | 0.01% | 861 |
|