1WA
180 Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
655
-30
| -4% | -$26.9K | 0.08% | 221 |
|
|
2025
Q1 | $466K | Sell |
685
-389
| -36% | -$264K | 0.07% | 245 |
|
|
2024
Q4 | $677K | Sell |
1,074
-3,414
| -76% | -$2.15M | 0.11% | 184 |
|
|
2024
Q3 | $3.48M | Sell |
4,488
-285
| -6% | -$221K | 0.55% | 42 |
|
|
2024
Q2 | $4.07M | Sell |
4,773
-683
| -13% | -$583K | 0.66% | 32 |
|
|
2024
Q1 | $3.81M | Sell |
5,456
-121
| -2% | -$84.5K | 0.69% | 33 |
|
|
2023
Q4 | $3.13M | Buy |
5,577
+3,506
| +169% | +$1.97M | 0.63% | 35 |
|
|
2023
Q3 | $950K | Sell |
2,071
-269
| -11% | -$123K | 0.21% | 108 |
|
|
2023
Q2 | $1.13M | Sell |
2,340
-352
| -13% | -$171K | 0.25% | 101 |
|
|
2023
Q1 | $1.07M | Buy |
2,692
+714
| +36% | +$285K | 0.25% | 102 |
|
|
2022
Q4 | $848K | Buy |
+1,978
| New | +$848K | 0.2% | 115 |
|
|
2022
Q2 | – | Sell |
-652
| Closed | -$220K | – | 386 |
|
|
2022
Q1 | $220K | Sell |
652
-540
| -45% | -$182K | 0.05% | 336 |
|
|
2021
Q4 | $445K | Sell |
1,192
-34
| -3% | -$12.7K | 0.1% | 195 |
|
|
2021
Q3 | $403K | Buy |
1,226
+66
| +6% | +$21.7K | 0.09% | 223 |
|
|
2021
Q2 | $397K | Buy |
1,160
+341
| +42% | +$117K | 0.09% | 215 |
|
|
2021
Q1 | $254K | Buy |
+819
| New | +$254K | 0.06% | 294 |
|
|
2020
Q3 | – | Sell |
-1,481
| Closed | -$292K | – | 280 |
|
|
2020
Q2 | $292K | Buy |
+1,481
| New | +$292K | 0.12% | 183 |
|