TPM
Totem Point Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Sell |
40,518
-10,226
| -20% | -$2.32M | 9.66% | 6 |
|
|
2025
Q1 | $8.42M | Sell |
50,744
-7,272
| -13% | -$1.21M | 10.38% | 5 |
|
|
2024
Q4 | $11.5M | Sell |
58,016
-1,633
| -3% | -$323K | 12.14% | 2 |
|
|
2024
Q3 | $10.4M | Buy |
59,649
+10,289
| +21% | +$1.79M | 10.95% | 5 |
|
|
2024
Q2 | $8.58M | Sell |
49,360
-11,774
| -19% | -$2.05M | 12.56% | 3 |
|
|
2024
Q1 | $8.32M | Buy |
+61,134
| New | +$8.32M | 9.1% | 5 |
|