Taiwan Fund shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Taiwan Fund (TWN) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Taiwan Fund
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Quarterly reported holdings in Taiwan Fund by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 2.4k | 54.12 |
| 2025-06-30 | $106k | 2.4k | 44.81 |
| 2025-03-31 | $79k | 2.4k | 33.21 |
| 2024-12-31 | $91k | 2.4k | 38.65 |
| 2024-09-30 | $86k | 2.0k | 43.93 |
| 2024-06-30 | $71k | 1.6k | 43.94 |
| 2024-03-31 | $64k | 1.6k | 39.62 |
| 2023-12-31 | $47k | 1.3k | 34.59 |
| 2023-09-30 | $16k | 518 | 29.98 |
| 2023-06-30 | $16k | 518 | 31.34 |
| 2023-03-31 | $19k | 700 | 26.96 |
| 2022-12-31 | $16k | 700 | 23.09 |
| 2022-09-30 | $15k | 700 | 21.43 |
| 2022-06-30 | $18k | 700 | 25.71 |
| 2022-03-31 | $23k | 700 | 32.86 |
| 2019-09-30 | $6.0k | 320 | 18.75 |
| 2019-06-30 | $5.0k | 320 | 15.62 |
| 2019-03-31 | $6.0k | 320 | 18.75 |
| 2018-12-31 | $5.0k | 320 | 15.62 |
| 2018-09-30 | $6.0k | 320 | 18.75 |
| 2018-06-30 | $6.0k | 320 | 18.75 |
| 2018-03-31 | $6.0k | 320 | 18.75 |
| 2017-12-31 | $4.0k | 220 | 18.18 |
| 2016-09-30 | $11k | 600 | 18.33 |
| 2016-06-30 | $10k | 600 | 16.67 |
| 2016-03-31 | $9.0k | 600 | 15.00 |
| 2015-12-31 | $9.0k | 600 | 15.00 |
| 2015-09-30 | $25k | 1.7k | 14.71 |
| 2015-06-30 | $30k | 1.7k | 17.65 |
| 2015-03-31 | $28k | 1.7k | 16.47 |
| 2014-12-31 | $27k | 1.7k | 15.88 |
| 2014-09-30 | $32k | 1.7k | 18.82 |
More positions owned by Blue Bell Private Wealth Management
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