Strategic Wealth Partners’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
+1,458
| New | +$110K | 0.01% | 377 |
|
|
2023
Q1 | – | Sell |
-3,409
| Closed | -$222K | – | 276 |
|
|
2022
Q4 | $222K | Sell |
3,409
-41,035
| -92% | -$2.67M | 0.04% | 240 |
|
|
2022
Q3 | $2.9M | Buy |
44,444
+1,272
| +3% | +$82.9K | 0.61% | 48 |
|
|
2022
Q2 | $3.61M | Buy |
43,172
+1,524
| +4% | +$128K | 0.78% | 32 |
|
|
2022
Q1 | $2.78M | Buy |
41,648
+10,079
| +32% | +$673K | 0.54% | 56 |
|
|
2021
Q4 | $3M | Buy |
31,569
+4,255
| +16% | +$404K | 0.57% | 55 |
|
|
2021
Q3 | $1.88M | Buy |
27,314
+5,462
| +25% | +$377K | 0.55% | 43 |
|
|
2021
Q2 | $1.4M | Sell |
21,852
-1,386
| -6% | -$88.9K | 0.46% | 54 |
|
|
2021
Q1 | $1.38M | Sell |
23,238
-6,250
| -21% | -$371K | 0.55% | 46 |
|
|
2020
Q4 | $1.42M | Sell |
29,488
-453
| -2% | -$21.8K | 0.6% | 41 |
|
|
2020
Q3 | $1.13M | Buy |
29,941
+12,967
| +76% | +$490K | 0.57% | 51 |
|
|
2020
Q2 | $828K | Buy |
+16,974
| New | +$828K | 0.43% | 71 |
|