Summit Trail Advisors’s TMC The Metals Company TMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $112K | Hold |
17,000
| – | – | ﹤0.01% | 1093 |
|
2025
Q1 | $29.2K | Sell |
17,000
-17,000
| -50% | -$29.2K | ﹤0.01% | 420 |
|
2024
Q4 | $38.1K | Hold |
34,000
| – | – | ﹤0.01% | 388 |
|
2024
Q3 | $36K | Buy |
34,000
+4,000
| +13% | +$4.24K | ﹤0.01% | 715 |
|
2024
Q2 | $40.5K | Buy |
30,000
+3,000
| +11% | +$4.05K | ﹤0.01% | 610 |
|
2024
Q1 | $38.6K | Buy |
27,000
+3,000
| +13% | +$4.29K | ﹤0.01% | 596 |
|
2023
Q4 | $26.4K | Buy |
24,000
+3,000
| +14% | +$3.3K | ﹤0.01% | 555 |
|
2023
Q3 | $20.8K | Buy |
+21,000
| New | +$20.8K | ﹤0.01% | 545 |
|