Creative Planning’s Kulicke & Soffa KLIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Buy |
77,903
+8,452
| +12% | +$537K | ﹤0.01% | 1179 |
|
|
2025
Q4 | $3.16M | Buy |
69,451
+104
| +0.1% | +$4.39K | ﹤0.01% | 1351 |
|
|
2025
Q3 | $2.82M | Buy |
69,347
+12,641
| +22% | +$468K | ﹤0.01% | 1272 |
|
|
2025
Q2 | $1.96M | Buy |
56,706
+21,983
| +63% | +$715K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $1.15M | Sell |
34,723
-10,857
| -24% | -$445K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $2.13M | Buy |
45,580
+19,716
| +76% | +$925K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $1.17M | Buy |
25,864
+14,480
| +127% | +$640K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $560K | Buy |
11,384
+372
| +3% | +$17.5K | ﹤0.01% | 1854 |
|
|
2024
Q1 | $554K | Buy |
11,012
+34
| +0.3% | +$1.7K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $601K | Buy |
10,978
+1,615
| +17% | +$78.4K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $455K | Buy |
9,363
+1,223
| +15% | +$64.8K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $484K | Sell |
8,140
-15
| -0.2% | -$774 | ﹤0.01% | 1572 |
|
|
2023
Q1 | $430K | Buy |
8,155
+140
| +2% | +$7.28K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $355K | Buy |
8,015
+1,934
| +32% | +$85K | ﹤0.01% | 1615 |
|
|
2022
Q3 | $234K | Sell |
6,081
-44
| -0.7% | -$1.95K | ﹤0.01% | 1800 |
|
|
2022
Q2 | $262K | Buy |
6,125
+1,565
| +34% | +$77.5K | ﹤0.01% | 1703 |
|
|
2022
Q1 | $255K | Buy |
4,560
+26
| +0.6% | +$1.44K | ﹤0.01% | 1738 |
|
|
2021
Q4 | $274K | Sell |
4,534
-450
| -9% | -$25.7K | ﹤0.01% | 1682 |
|
|
2021
Q3 | $290K | Buy |
4,984
+767
| +18% | +$47.8K | ﹤0.01% | 1616 |
|
|
2021
Q2 | $258K | Sell |
4,217
-21,130
| -83% | -$1.14M | ﹤0.01% | 1643 |
|
|
2021
Q1 | $1.25M | Buy |
+25,347
| New | +$1.1M | ﹤0.01% | 922 |
|
|
2017
Q3 | – | Sell |
-7,382
| Closed | -$140K | – | 2858 |
|
|
2017
Q2 | $140K | Buy |
7,382
+617
| +9% | +$13K | ﹤0.01% | 1745 |
|
|
2017
Q1 | $137K | Buy |
6,765
+600
| +10% | +$11.5K | ﹤0.01% | 1749 |
|
|
2016
Q4 | $98K | Buy |
6,165
+240
| +4% | +$3.5K | ﹤0.01% | 1880 |
|
|
2016
Q3 | $77K | Hold |
5,925
| – | – | ﹤0.01% | 2035 |
|
|
2016
Q2 | $72K | Buy |
5,925
+4,925
| +493% | +$57.3K | ﹤0.01% | 1879 |
|
|
2016
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 3163 |
|
|
2015
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 3180 |
|
|
2015
Q3 | $9K | Buy |
+1,000
| New | +$10.3K | ﹤0.01% | 3267 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 2106 |
|
|
2015
Q1 | $16K | Sell |
1,000
-31,250
| -97% | -$485K | ﹤0.01% | 2879 |
|
|
2014
Q4 | $466K | Sell |
32,250
-300
| -0.9% | -$4.15K | ﹤0.01% | 730 |
|
|
2014
Q3 | $463K | Buy |
32,550
+300
| +0.9% | +$4.3K | 0.01% | 686 |
|
|
2014
Q2 | $460K | Buy |
32,250
+960
| +3% | +$13.2K | 0.01% | 677 |
|
|
2014
Q1 | $395K | Sell |
31,290
-3,168
| -9% | -$37.6K | 0.01% | 720 |
|
|
2013
Q4 | $458K | Buy |
34,458
+3,000
| +10% | +$37.6K | 0.01% | 544 |
|
|
2013
Q3 | $363K | Buy |
31,458
+168
| +0.5% | +$1.91K | 0.01% | 532 |
|
|
2013
Q2 | $346K | Buy |
+31,290
| New | +$354K | 0.01% | 505 |
|
Other funds holding KLIC
VPM
CCM
