Total Wealth Planning & Management’s Kulicke & Soffa KLIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
20,155
+4,488
+29% +$155K 0.56% 53
2025
Q1
$517K Buy
15,667
+7,009
+81% +$231K 0.49% 65
2024
Q4
$404K Buy
+8,658
New +$404K 0.37% 78