WA
Waverly Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3M | Sell |
182,194
-2,563
| -1% | -$580K | 0.45% | 47 |
|
|
2025
Q1 | $30.7M | Buy |
184,757
+102,059
| +123% | +$16.9M | 0.37% | 58 |
|
|
2024
Q4 | $16.3M | Buy |
82,698
+17,286
| +26% | +$3.41M | 0.25% | 81 |
|
|
2024
Q3 | $11.4M | Buy |
65,412
+4,517
| +7% | +$784K | 0.21% | 109 |
|
|
2024
Q2 | $10.6M | Buy |
60,895
+52,734
| +646% | +$9.17M | 0.21% | 101 |
|
|
2024
Q1 | $1.11M | Buy |
8,161
+1,456
| +22% | +$198K | 0.03% | 350 |
|
|
2023
Q4 | $697K | Buy |
6,705
+3,560
| +113% | +$370K | 0.03% | 257 |
|
|
2023
Q3 | $273K | Buy |
3,145
+116
| +4% | +$10.1K | 0.01% | 334 |
|
|
2023
Q2 | $306K | Buy |
3,029
+8
| +0.3% | +$807 | 0.01% | 296 |
|
|
2023
Q1 | $281K | Buy |
3,021
+136
| +5% | +$12.6K | 0.01% | 243 |
|
|
2022
Q4 | $215K | Buy |
+2,885
| New | +$215K | 0.01% | 261 |
|
|
2021
Q4 | – | Sell |
-2,788
| Closed | -$330K | – | 216 |
|
|
2021
Q3 | $330K | Buy |
2,788
+116
| +4% | +$13.7K | 0.03% | 163 |
|
|
2021
Q2 | $309K | Buy |
+2,672
| New | +$309K | 0.03% | 150 |
|
|
2015
Q2 | – | Sell |
-610
| Closed | -$14K | – | 398 |
|
|
2015
Q1 | $14K | Hold |
610
| – | – | 0.01% | 231 |
|
|
2014
Q4 | $14K | Sell |
610
-633
| -51% | -$14.5K | 0.01% | 259 |
|
|
2014
Q3 | $25K | Hold |
1,243
| – | – | 0.01% | 307 |
|
|
2014
Q2 | $27K | Hold |
1,243
| – | – | 0.01% | 295 |
|
|
2014
Q1 | $25K | Buy |
1,243
+25
| +2% | +$503 | 0.01% | 289 |
|
|
2013
Q4 | $21K | Buy |
1,218
+1,129
| +1,269% | +$19.5K | 0.01% | 450 |
|
|
2013
Q3 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 550 |
|