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