Holowesko Partners’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,500	Closed	-$782K	–	27
2024 Q3	$782K	Sell	4,500 -4,500	-50%	-$782K	0.41%	23
2024 Q2	$1.56M	Hold	9,000	–	–	0.83%	16
2024 Q1	$1.22M	Sell	9,000 -231,800	-96%	-$31.5M	0.46%	22
2023 Q4	$25M	Hold	240,800	–	–	8.39%	2
2023 Q3	$20.9M	Buy	240,800 +13,200	+6%	+$1.15M	8.83%	2
2023 Q2	$23M	Buy	227,600 +44,600	+24%	+$4.5M	10.05%	3
2023 Q1	$17M	Buy	+183,000	New	+$17M	8.94%	3
2019 Q1	–	Sell	-25,500	Closed	-$941K	–	27
2018 Q4	$941K	Sell	25,500 -33,200	-57%	-$1.23M	0.08%	21
2018 Q3	$2.59M	Hold	58,700	–	–	0.19%	19
2018 Q2	$2.15M	Buy	58,700 +10,000	+21%	+$366K	0.14%	20
2018 Q1	$2.13M	Hold	48,700	–	–	0.15%	20
2017 Q4	$1.93M	Sell	48,700 -35,600	-42%	-$1.41M	0.12%	19
2017 Q3	$3.17M	Hold	84,300	–	–	0.25%	18
2017 Q2	$2.95M	Hold	84,300	–	–	0.2%	19
2017 Q1	$2.77M	Buy	84,300 +26,000	+45%	+$854K	0.17%	22
2016 Q4	$1.68M	Hold	58,300	–	–	0.12%	25
2016 Q3	$1.78M	Buy	58,300 +25,100	+76%	+$768K	0.16%	25
2016 Q2	$871K	Hold	33,200	–	–	0.07%	24
2016 Q1	$870K	Sell	33,200 -866,800	-96%	-$22.7M	0.06%	27
2015 Q4	$20.5M	Hold	900,000	–	–	1.34%	27
2015 Q3	$18.7M	Hold	900,000	–	–	1.3%	25
2015 Q2	$20.4M	Hold	900,000	–	–	1.27%	25
2015 Q1	$21.1M	Hold	900,000	–	–	1.65%	23
2014 Q4	$20.1M	Hold	900,000	–	–	1.76%	21
2014 Q3	$18.2M	Hold	900,000	–	–	1.42%	25
2014 Q2	$19.3M	Sell	900,000 -1,529,300	-63%	-$32.7M	1.16%	27
2014 Q1	$48.6M	Hold	2,429,300	–	–	2.84%	15
2013 Q4	$42.4M	Buy	2,429,300 +1,619,300	+200%	+$28.2M	3.01%	18
2013 Q3	$13.7M	Buy	810,000 +780,000	+2,600%	+$13.2M	1.41%	31
2013 Q2	$550K	Buy	+30,000	New	+$550K	0.04%	36