SWA
SFMG Wealth Advisors’s ASML ASML Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $422K | Hold |
527
| – | – | 0.03% | 173 |
|
2025
Q1 | $349K | Buy |
527
+16
| +3% | +$10.6K | 0.03% | 181 |
|
2024
Q4 | $354K | Buy |
511
+15
| +3% | +$10.4K | 0.03% | 180 |
|
2024
Q3 | $413K | Buy |
496
+10
| +2% | +$8.32K | 0.03% | 165 |
|
2024
Q2 | $497K | Buy |
486
+5
| +1% | +$5.11K | 0.04% | 138 |
|
2024
Q1 | $466K | Buy |
481
+2
| +0.4% | +$1.94K | 0.04% | 151 |
|
2023
Q4 | $363K | Sell |
479
-31
| -6% | -$23.5K | 0.03% | 169 |
|
2023
Q3 | $300K | Buy |
510
+2
| +0.4% | +$1.18K | 0.03% | 180 |
|
2023
Q2 | $368K | Sell |
508
-21
| -4% | -$15.2K | 0.04% | 153 |
|
2023
Q1 | $360K | Buy |
529
+21
| +4% | +$14.3K | 0.04% | 160 |
|
2022
Q4 | $278K | Buy |
+508
| New | +$278K | 0.03% | 188 |
|
2022
Q2 | – | Sell |
-336
| Closed | -$224K | – | 276 |
|
2022
Q1 | $224K | Sell |
336
-63
| -16% | -$42K | 0.02% | 248 |
|
2021
Q4 | $318K | Sell |
399
-14
| -3% | -$11.2K | 0.03% | 194 |
|
2021
Q3 | $308K | Buy |
413
+35
| +9% | +$26.1K | 0.03% | 190 |
|
2021
Q2 | $261K | Buy |
+378
| New | +$261K | 0.03% | 218 |
|