Giverny Capital’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Hold |
11,550
| – | – | 0.09% | 39 |
|
|
2025
Q1 | $1.92M | Sell |
11,550
-3,088
| -21% | -$513K | 0.07% | 40 |
|
|
2024
Q4 | $2.89M | Buy |
14,638
+88
| +0.6% | +$17.4K | 0.11% | 39 |
|
|
2024
Q3 | $2.53M | Buy |
14,550
+6,387
| +78% | +$1.11M | 0.1% | 39 |
|
|
2024
Q2 | $1.42M | Sell |
8,163
-30
| -0.4% | -$5.21K | 0.06% | 42 |
|
|
2024
Q1 | $1.11M | Sell |
8,193
-47
| -0.6% | -$6.39K | 0.05% | 46 |
|
|
2023
Q4 | $857K | Hold |
8,240
| – | – | 0.04% | 47 |
|
|
2023
Q3 | $716K | Hold |
8,240
| – | – | 0.04% | 48 |
|
|
2023
Q2 | $832K | Sell |
8,240
-5,957
| -42% | -$601K | 0.04% | 45 |
|
|
2023
Q1 | $1.32M | Sell |
14,197
-869
| -6% | -$80.8K | 0.08% | 40 |
|
|
2022
Q4 | $1.12M | Buy |
15,066
+6,826
| +83% | +$508K | 0.07% | 43 |
|
|
2022
Q3 | $565K | Hold |
8,240
| – | – | 0.04% | 47 |
|
|
2022
Q2 | $674K | Hold |
8,240
| – | – | 0.04% | 46 |
|
|
2022
Q1 | $859K | Sell |
8,240
-4,943
| -37% | -$515K | 0.05% | 42 |
|
|
2021
Q4 | $1.59M | Buy |
13,183
+735
| +6% | +$88.4K | 0.08% | 40 |
|
|
2021
Q3 | $1.39M | Buy |
12,448
+4,208
| +51% | +$470K | 0.08% | 38 |
|
|
2021
Q2 | $990K | Sell |
8,240
-1,037
| -11% | -$125K | 0.06% | 39 |
|
|
2021
Q1 | $1.1M | Sell |
9,277
-100
| -1% | -$11.8K | 0.07% | 37 |
|
|
2020
Q4 | $1.02M | Sell |
9,377
-3,020
| -24% | -$329K | 0.08% | 38 |
|
|
2020
Q3 | $1.01M | Buy |
12,397
+7,061
| +132% | +$572K | 0.09% | 40 |
|
|
2020
Q2 | $303K | Buy |
+5,336
| New | +$303K | 0.03% | 48 |
|