Carolina Wealth Advisors’s Kulicke & Soffa KLIC Stock Holding History

Carolina Wealth Advisors’s Portfolio KLIC Stock Details KLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.8K	Buy	200 +76	+61%	+$7.45K	0.01%	143
2026 Q1	$8.15K	Buy	+124	New	+$7.88K	﹤0.01%	193
2022 Q3	–	Sell	-5,754	Closed	-$246K	–	282
2022 Q2	$246K	Buy	5,754 +947	+20%	+$46.9K	0.16%	72
2022 Q1	$269K	Buy	4,807 +411	+9%	+$22.7K	0.17%	63
2021 Q4	$266K	Buy	4,396 +1,008	+30%	+$57.7K	0.15%	53
2021 Q3	$197K	Buy	3,388 +582	+21%	+$36.2K	0.13%	58
2021 Q2	$172K	Buy	2,806 +615	+28%	+$33.1K	0.12%	60
2021 Q1	$108K	Buy	+2,191	New	+$95.1K	0.08%	78

Other funds holding KLIC

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return