Marietta Investment Partners’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
5,516
+526
+11% +$119K 0.27% 75
2025
Q1
$828K Sell
4,990
-1,068
-18% -$177K 0.2% 91
2024
Q4
$1.2M Sell
6,058
-31
-0.5% -$6.12K 0.26% 74
2024
Q3
$1.06M Sell
6,089
-730
-11% -$127K 0.22% 83
2024
Q2
$1.19M Buy
6,819
+805
+13% +$140K 0.26% 74
2024
Q1
$818K Buy
+6,014
New +$818K 0.18% 100
2023
Q1
Sell
-27,025
Closed -$2.01M 168
2022
Q4
$2.01M Sell
27,025
-1,230
-4% -$91.6K 0.57% 45
2022
Q3
$1.77M Sell
28,255
-11,736
-29% -$733K 0.52% 43
2022
Q2
$3.27M Buy
39,991
+368
+0.9% +$30.1K 0.97% 31
2022
Q1
$4.13M Sell
39,623
-1,210
-3% -$126K 0.94% 37
2021
Q4
$4.91M Sell
40,833
-7,536
-16% -$907K 1.04% 30
2021
Q3
$5.4M Sell
48,369
-25,630
-35% -$2.86M 1.24% 24
2021
Q2
$8.89M Buy
73,999
+742
+1% +$89.2K 2.03% 9
2021
Q1
$8.67M Buy
73,257
+26,727
+57% +$3.16M 2.14% 9
2020
Q4
$5.07M Buy
46,530
+34,734
+294% +$3.79M 1.29% 28
2020
Q3
$956K Hold
11,796
0.29% 66
2020
Q2
$670K Sell
11,796
-18,240
-61% -$1.04M 0.22% 75
2020
Q1
$1.44M Buy
30,036
+397
+1% +$19K 0.62% 42
2019
Q4
$1.72M Buy
+29,639
New +$1.72M 0.56% 44