Locust Wood Capital Advisers’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250M Buy
1,102,061
+68,094
+7% +$15.4M 6.65% 1
2025
Q1
$172M Buy
1,033,967
+54,602
+6% +$9.06M 5.44% 3
2024
Q4
$193M Sell
979,365
-148,756
-13% -$29.4M 6.68% 1
2024
Q3
$196M Sell
1,128,121
-22,114
-2% -$3.84M 6.54% 2
2024
Q2
$200M Buy
1,150,235
+94,445
+9% +$16.4M 7.16% 2
2024
Q1
$144M Sell
1,055,790
-83,576
-7% -$11.4M 5.15% 4
2023
Q4
$118M Buy
1,139,366
+83,098
+8% +$8.64M 4.5% 4
2023
Q3
$91.8M Buy
1,056,268
+143,158
+16% +$12.4M 3.9% 6
2023
Q2
$92.2M Buy
913,110
+37,521
+4% +$3.79M 4.28% 5
2023
Q1
$81.4M Sell
875,589
-56,619
-6% -$5.27M 4.77% 4
2022
Q4
$69.4M Buy
932,208
+137,759
+17% +$10.3M 3.89% 4
2022
Q3
$54.5M Buy
794,449
+198,277
+33% +$13.6M 3.76% 8
2022
Q2
$48.7M Buy
596,172
+315,983
+113% +$25.8M 3.01% 12
2022
Q1
$29.2M Buy
+280,189
New +$29.2M 1.6% 25