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 |
|