Ruffer LLP’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Sell |
130,711
-142,200
| -52% | -$32.2M | 1.31% | 20 |
|
|
2025
Q1 | $45.3M | Sell |
272,911
-57,060
| -17% | -$9.47M | 1.74% | 14 |
|
|
2024
Q4 | $65.2M | Sell |
329,971
-106,759
| -24% | -$21.1M | 2.35% | 11 |
|
|
2024
Q3 | $75.9M | Sell |
436,730
-154,205
| -26% | -$26.8M | 2.39% | 14 |
|
|
2024
Q2 | $103M | Sell |
590,935
-481,426
| -45% | -$83.7M | 4.41% | 9 |
|
|
2024
Q1 | $146M | Sell |
1,072,361
-577,095
| -35% | -$78.5M | 5.62% | 6 |
|
|
2023
Q4 | $171M | Buy |
1,649,456
+401,414
| +32% | +$41.7M | 6.37% | 4 |
|
|
2023
Q3 | $108M | Sell |
1,248,042
-15,199
| -1% | -$1.31M | 5.97% | 4 |
|
|
2023
Q2 | $127M | Sell |
1,263,241
-1,085,064
| -46% | -$109M | 7.46% | 3 |
|
|
2023
Q1 | $218M | Buy |
+2,348,305
| New | +$218M | 7.57% | 1 |
|