Picton Mahoney Asset 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
$23.3M Buy
102,960
+13,099
+15% +$2.97M 0.24% 68
2025
Q1
$14.9M Buy
89,861
+7,072
+9% +$1.17M 0.26% 64
2024
Q4
$16.4M Buy
82,789
+12,151
+17% +$2.4M 0.33% 47
2024
Q3
$12.3M Buy
70,638
+69,838
+8,730% +$12.1M 0.4% 76
2024
Q2
$139K Sell
800
-300
-27% -$52.1K 0.01% 316
2024
Q1
$150K Buy
+1,100
New +$150K ﹤0.01% 265
2023
Q4
Sell
-19,550
Closed -$1.7M 486
2023
Q3
$1.7M Sell
19,550
-23,948
-55% -$2.08M 0.05% 195
2023
Q2
$4.39M Buy
43,498
+9,798
+29% +$989K 0.19% 145
2023
Q1
$3.13M Buy
33,700
+2,500
+8% +$232K 0.14% 183
2022
Q4
$2.32M Buy
31,200
+10,000
+47% +$745K 0.11% 240
2022
Q3
$1.45M Buy
21,200
+2,700
+15% +$185K 0.05% 397
2022
Q2
$1.51M Sell
18,500
-300
-2% -$24.5K 0.06% 439
2022
Q1
$1.96M Sell
18,800
-11,300
-38% -$1.18M 0.07% 396
2021
Q4
$3.62M Buy
30,100
+4,200
+16% +$505K 0.09% 186
2021
Q3
$2.89M Buy
25,900
+22,000
+564% +$2.46M 0.11% 244
2021
Q2
$468K Buy
+3,900
New +$468K 0.01% 586
2020
Q2
Sell
-3,000
Closed -$143K 344
2020
Q1
$143K Hold
3,000
0.01% 255
2019
Q4
$174K Sell
3,000
-2,000
-40% -$116K 0.01% 241
2019
Q3
$232K Buy
+5,000
New +$232K 0.02% 167
2016
Q2
Sell
-107,200
Closed -$2.81M 341
2016
Q1
$2.81M Buy
+107,200
New +$2.81M 0.18% 106