Junto Capital 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
$47.4M Sell
209,116
-16,206
-7% -$3.67M 0.99% 43
2025
Q1
$37.4M Buy
225,322
+21,507
+11% +$3.57M 0.78% 49
2024
Q4
$40.3M Buy
+203,815
New +$40.3M 0.78% 44
2024
Q3
Sell
-191,745
Closed -$33.3M 105
2024
Q2
$33.3M Sell
191,745
-164,502
-46% -$28.6M 0.68% 56
2024
Q1
$48.5M Buy
+356,247
New +$48.5M 1.07% 42