NPIC
Neumeier Poma Investment Counsel’s Tower Semiconductor TSEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31M | Buy |
715,035
+33,820
| +5% | +$1.47M | 2.89% | 18 |
|
2025
Q1 | $24.3M | Buy |
681,215
+39,900
| +6% | +$1.42M | 2.61% | 16 |
|
2024
Q4 | $33M | Buy |
+641,315
| New | +$33M | 3.2% | 9 |
|
2023
Q2 | – | Sell |
-240,024
| Closed | -$10.2M | – | 45 |
|
2023
Q1 | $10.2M | Sell |
240,024
-40,360
| -14% | -$1.71M | 0.95% | 39 |
|
2022
Q4 | $12.1M | Sell |
280,384
-234,796
| -46% | -$10.1M | 1.13% | 37 |
|
2022
Q3 | $22.6M | Sell |
515,180
-99,500
| -16% | -$4.37M | 2.24% | 22 |
|
2022
Q2 | $28.4M | Sell |
614,680
-62,735
| -9% | -$2.9M | 2.22% | 20 |
|
2022
Q1 | $32.8M | Sell |
677,415
-578,060
| -46% | -$28M | 2.2% | 23 |
|
2021
Q4 | $49.8M | Buy |
1,255,475
+22,375
| +2% | +$888K | 2.78% | 17 |
|
2021
Q3 | $36.9M | Sell |
1,233,100
-16,265
| -1% | -$486K | 2.19% | 26 |
|
2021
Q2 | $36.8M | Sell |
1,249,365
-18,200
| -1% | -$536K | 2.15% | 22 |
|
2021
Q1 | $35.5M | Buy |
1,267,565
+21,375
| +2% | +$599K | 2.13% | 21 |
|
2020
Q4 | $32.2M | Buy |
1,246,190
+163,340
| +15% | +$4.22M | 2.13% | 20 |
|
2020
Q3 | $19.7M | Buy |
1,082,850
+13,700
| +1% | +$250K | 1.62% | 29 |
|
2020
Q2 | $20.4M | Buy |
1,069,150
+122,910
| +13% | +$2.35M | 1.84% | 25 |
|
2020
Q1 | $15.1M | Buy |
946,240
+334,190
| +55% | +$5.32M | 1.55% | 32 |
|
2019
Q4 | $14.7M | Buy |
+612,050
| New | +$14.7M | 1.13% | 36 |
|