TCM
Tran Capital Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
134,926
-53,818
| -29% | -$12.2M | 3.6% | 12 |
|
|
2025
Q1 | $31.3M | Sell |
188,744
-25,797
| -12% | -$4.28M | 4.22% | 9 |
|
|
2024
Q4 | $42.4M | Sell |
214,541
-13,272
| -6% | -$2.62M | 4.8% | 7 |
|
|
2024
Q3 | $39.6M | Sell |
227,813
-2,460
| -1% | -$427K | 4.26% | 10 |
|
|
2024
Q2 | $40M | Buy |
230,273
+111,504
| +94% | +$19.4M | 4.64% | 8 |
|
|
2024
Q1 | $16.2M | Buy |
+118,769
| New | +$16.2M | 1.8% | 22 |
|