Lagoda 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
$7.38M Sell
32,570
-3,597
-10% -$815K 4.18% 11
2025
Q1
$6M Buy
36,167
+530
+1% +$88K 3.82% 12
2024
Q4
$7.04M Buy
35,637
+872
+3% +$172K 3.81% 10
2024
Q3
$6.04M Buy
34,765
+15,688
+82% +$2.72M 3.47% 12
2024
Q2
$3.32M Buy
19,077
+5,517
+41% +$959K 1.91% 15
2024
Q1
$1.84M Buy
+13,560
New +$1.84M 1.13% 17