Coalescence Partners Investment Management’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.5M Buy
200,884
+8,734
+5% +$1.98M 11.74% 2
2025
Q1
$31.9M Buy
192,150
+179,819
+1,458% +$29.8M 10.54% 2
2024
Q4
$2.44M Sell
12,331
-20,055
-62% -$3.96M 0.92% 15
2024
Q3
$5.62M Buy
32,386
+4,683
+17% +$813K 2.52% 14
2024
Q2
$4.82M Sell
27,703
-38,242
-58% -$6.65M 3.95% 11
2024
Q1
$8.97M Sell
65,945
-25,053
-28% -$3.41M 7.09% 8
2023
Q4
$9.46M Buy
+90,998
New +$9.46M 8.45% 3