AFA
AA Financial Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
426
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $290K | Sell |
426
-141
| -25% | -$95.9K | 0.07% | 137 |
|
|
2024
Q4 | $357K | Hold |
567
| – | – | 0.1% | 125 |
|
|
2024
Q3 | $439K | Hold |
567
| – | – | 0.13% | 108 |
|
|
2024
Q2 | $467K | Buy |
567
+15
| +3% | +$12.4K | 0.16% | 102 |
|
|
2024
Q1 | $386K | Buy |
+552
| New | +$386K | 0.16% | 103 |
|