United Capital Financial 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 | $21.2M | Buy |
93,584
+21,874
| +31% | +$4.95M | 0.17% | 115 |
|
2025
Q1 | $11.9M | Sell |
71,710
-10,506
| -13% | -$1.74M | 0.1% | 157 |
|
2024
Q4 | $16.2M | Sell |
82,216
-5,881
| -7% | -$1.16M | 0.14% | 132 |
|
2024
Q3 | $15.3M | Sell |
88,097
-44,513
| -34% | -$7.73M | 0.13% | 146 |
|
2024
Q2 | $23M | Sell |
132,610
-13,341
| -9% | -$2.32M | 0.2% | 100 |
|
2024
Q1 | $19.9M | Sell |
145,951
-10,466
| -7% | -$1.42M | 0.16% | 123 |
|
2023
Q4 | $16.3M | Sell |
156,417
-67,138
| -30% | -$6.98M | 0.14% | 144 |
|
2023
Q3 | $19.4M | Sell |
223,555
-10,418
| -4% | -$905K | 0.13% | 156 |
|
2023
Q2 | $23.6M | Sell |
233,973
-12,064
| -5% | -$1.22M | 0.13% | 146 |
|
2023
Q1 | $22.9M | Buy |
246,037
+3,044
| +1% | +$283K | 0.13% | 154 |
|
2022
Q4 | $18.1M | Buy |
242,993
+4,945
| +2% | +$368K | 0.1% | 181 |
|
2022
Q3 | $16.3M | Sell |
238,048
-12,196
| -5% | -$836K | 0.1% | 185 |
|
2022
Q2 | $20.5M | Buy |
250,244
+354
| +0.1% | +$28.9K | 0.11% | 174 |
|
2022
Q1 | $26.1M | Sell |
249,890
-2,089
| -0.8% | -$218K | 0.13% | 163 |
|
2021
Q4 | $30.3M | Buy |
251,979
+3,093
| +1% | +$372K | 0.14% | 152 |
|
2021
Q3 | $27.8M | Buy |
248,886
+3,981
| +2% | +$444K | 0.14% | 152 |
|
2021
Q2 | $29.4M | Buy |
244,905
+127
| +0.1% | +$15.3K | 0.15% | 143 |
|
2021
Q1 | $29M | Sell |
244,778
-28,438
| -10% | -$3.36M | 0.16% | 136 |
|
2020
Q4 | $29.8M | Sell |
273,216
-64,460
| -19% | -$7.03M | 0.18% | 128 |
|
2020
Q3 | $27.4M | Sell |
337,676
-118,824
| -26% | -$9.63M | 0.18% | 131 |
|
2020
Q2 | $25.9M | Sell |
456,500
-16,904
| -4% | -$960K | 0.19% | 117 |
|
2020
Q1 | $22.6M | Sell |
473,404
-65,347
| -12% | -$3.12M | 0.19% | 118 |
|
2019
Q4 | $31.3M | Buy |
538,751
+10,601
| +2% | +$616K | 0.2% | 109 |
|
2019
Q3 | $24.5M | Sell |
528,150
-56,949
| -10% | -$2.65M | 0.17% | 134 |
|
2019
Q2 | $23.2M | Buy |
585,099
+26,361
| +5% | +$1.04M | 0.15% | 142 |
|
2019
Q1 | $22.9M | Buy |
558,738
+6,576
| +1% | +$269K | 0.16% | 138 |
|
2018
Q4 | $20.4M | Sell |
552,162
-9,311
| -2% | -$344K | 0.16% | 134 |
|
2018
Q3 | $24.8M | Buy |
561,473
+13,358
| +2% | +$590K | 0.17% | 128 |
|
2018
Q2 | $20M | Sell |
548,115
-83,978
| -13% | -$3.07M | 0.15% | 149 |
|
2018
Q1 | $27.7M | Buy |
632,093
+35,829
| +6% | +$1.57M | 0.21% | 111 |
|
2017
Q4 | $23.6M | Buy |
596,264
+134,883
| +29% | +$5.35M | 0.19% | 122 |
|
2017
Q3 | $17.3M | Buy |
461,381
+62,835
| +16% | +$2.36M | 0.15% | 160 |
|
2017
Q2 | $13.9M | Buy |
398,546
+81,827
| +26% | +$2.86M | 0.12% | 189 |
|
2017
Q1 | $10.4M | Buy |
316,719
+22,563
| +8% | +$741K | 0.1% | 253 |
|
2016
Q4 | $8.46M | Buy |
294,156
+72,813
| +33% | +$2.09M | 0.08% | 292 |
|
2016
Q3 | $6.77M | Buy |
221,343
+87,548
| +65% | +$2.68M | 0.07% | 334 |
|
2016
Q2 | $3.48M | Buy |
133,795
+3,858
| +3% | +$100K | 0.04% | 438 |
|
2016
Q1 | $3.4M | Sell |
129,937
-27,178
| -17% | -$712K | 0.04% | 419 |
|
2015
Q4 | $3.57M | Sell |
157,115
-2,569
| -2% | -$58.4K | 0.04% | 415 |
|
2015
Q3 | $3.31M | Sell |
159,684
-36,792
| -19% | -$763K | 0.04% | 411 |
|
2015
Q2 | $4.46M | Buy |
196,476
+67,443
| +52% | +$1.53M | 0.05% | 361 |
|
2015
Q1 | $3.15M | Buy |
129,033
+25,237
| +24% | +$617K | 0.04% | 452 |
|
2014
Q4 | $2.32M | Buy |
103,796
+2,786
| +3% | +$62.4K | 0.03% | 433 |
|
2014
Q3 | $2.04M | Buy |
101,010
+59,329
| +142% | +$1.2M | 0.04% | 433 |
|
2014
Q2 | $892K | Buy |
41,681
+692
| +2% | +$14.8K | 0.02% | 579 |
|
2014
Q1 | $821K | Buy |
+40,989
| New | +$821K | 0.02% | 522 |
|
2013
Q4 | – | Sell |
-16,059
| Closed | -$272K | – | 761 |
|
2013
Q3 | $272K | Sell |
16,059
-3,129
| -16% | -$53K | 0.01% | 577 |
|
2013
Q2 | $352K | Buy |
+19,188
| New | +$352K | 0.01% | 570 |
|