WAS
WESPAC Advisors SoCal’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
12,737
-50
| -0.4% | -$11.3K | 0.64% | 48 |
|
|
2025
Q1 | $2.12M | Buy |
12,787
+154
| +1% | +$25.6K | 0.55% | 46 |
|
|
2024
Q4 | $2.49M | Sell |
12,633
-2,418
| -16% | -$478K | 0.56% | 48 |
|
|
2024
Q3 | $2.61M | Buy |
15,051
+450
| +3% | +$78.2K | 0.6% | 43 |
|
|
2024
Q2 | $2.54M | Buy |
14,601
+25
| +0.2% | +$4.35K | 0.64% | 41 |
|
|
2024
Q1 | $1.98M | Buy |
14,576
+145
| +1% | +$19.7K | 0.52% | 43 |
|
|
2023
Q4 | $1.5M | Sell |
14,431
-288
| -2% | -$30K | 0.44% | 48 |
|
|
2023
Q3 | $1.28M | Buy |
14,719
+2,616
| +22% | +$227K | 0.43% | 47 |
|
|
2023
Q2 | $1.22M | Hold |
12,103
| – | – | 0.42% | 46 |
|
|
2023
Q1 | $1.13M | Buy |
12,103
+320
| +3% | +$29.8K | 0.39% | 48 |
|
|
2022
Q4 | $878K | Buy |
11,783
+7,888
| +203% | +$588K | 0.33% | 51 |
|
|
2022
Q3 | $240K | Sell |
3,895
-861
| -18% | -$53.1K | 0.1% | 67 |
|
|
2022
Q2 | $389K | Hold |
4,756
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $496K | Hold |
4,756
| – | – | 0.15% | 70 |
|
|
2021
Q4 | $585K | Hold |
4,756
| – | – | 0.18% | 62 |
|
|
2021
Q3 | $520K | Buy |
4,756
+1
| +0% | +$109 | 0.17% | 66 |
|
|
2021
Q2 | $571K | Hold |
4,755
| – | – | 0.19% | 67 |
|
|
2021
Q1 | $562K | Hold |
4,755
| – | – | 0.22% | 57 |
|
|
2020
Q4 | $518K | Sell |
4,755
-1,020
| -18% | -$111K | 0.21% | 57 |
|
|
2020
Q3 | $513K | Hold |
5,775
| – | – | 0.24% | 51 |
|
|
2020
Q2 | $369K | Buy |
5,775
+575
| +11% | +$36.7K | 0.17% | 60 |
|
|
2020
Q1 | $279K | Sell |
5,200
-150
| -3% | -$8.05K | 0.15% | 59 |
|
|
2019
Q4 | $311K | Hold |
5,350
| – | – | 0.15% | 69 |
|
|
2019
Q3 | $249K | Sell |
5,350
-250
| -4% | -$11.6K | 0.12% | 74 |
|
|
2019
Q2 | $219K | Sell |
5,600
-1,200
| -18% | -$46.9K | 0.12% | 81 |
|
|
2019
Q1 | $278K | Sell |
6,800
-100
| -1% | -$4.09K | 0.15% | 70 |
|
|
2018
Q4 | $254K | Hold |
6,900
| – | – | 0.16% | 69 |
|
|
2018
Q3 | $304K | Sell |
6,900
-550
| -7% | -$24.2K | 0.15% | 71 |
|
|
2018
Q2 | $272K | Buy |
7,450
+100
| +1% | +$3.65K | 0.16% | 71 |
|
|
2018
Q1 | $321K | Hold |
7,350
| – | – | 0.19% | 64 |
|
|
2017
Q4 | $291K | Hold |
7,350
| – | – | 0.17% | 66 |
|
|
2017
Q3 | $275K | Sell |
7,350
-50
| -0.7% | -$1.87K | 0.16% | 73 |
|
|
2017
Q2 | $258K | Hold |
7,400
| – | – | 0.16% | 70 |
|
|
2017
Q1 | $243K | Sell |
7,400
-2,425
| -25% | -$79.6K | 0.15% | 74 |
|
|
2016
Q4 | $282K | Hold |
9,825
| – | – | 0.18% | 65 |
|
|
2016
Q3 | $301K | Sell |
9,825
-275
| -3% | -$8.41K | 0.2% | 67 |
|
|
2016
Q2 | $265K | Buy |
10,100
+650
| +7% | +$17.1K | 0.17% | 73 |
|
|
2016
Q1 | $248K | Hold |
9,450
| – | – | 0.18% | 68 |
|
|
2015
Q4 | $214K | Buy |
+9,450
| New | +$214K | 0.14% | 81 |
|