VARA
Value Aligned Research Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
504
-7,445
| -94% | -$1.69M | ﹤0.01% | 32 |
|
|
2025
Q1 | $1.32M | Buy |
7,949
+6,579
| +480% | +$1.09M | 0.1% | 24 |
|
|
2024
Q4 | $271K | Sell |
1,370
-4,999
| -78% | -$987K | 0.07% | 23 |
|
|
2024
Q3 | $1.35M | Buy |
6,369
+3,361
| +112% | +$713K | 0.35% | 15 |
|
|
2024
Q2 | $523K | Buy |
+3,008
| New | +$523K | 0.11% | 18 |
|
|
2023
Q2 | – | Sell |
-402,874
| Closed | -$37.5M | – | 22 |
|
|
2023
Q1 | $37.5M | Buy |
402,874
+1,042
| +0.3% | +$96.9K | 13.27% | 3 |
|
|
2022
Q4 | $29.9M | Buy |
+401,832
| New | +$29.9M | 13.57% | 2 |
|