AWA
Aaron Wealth Advisors’s KLA KLAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $885K | Buy |
988
+199
| +25% | +$178K | 0.09% | 146 |
|
2025
Q1 | $536K | Buy |
789
+372
| +89% | +$253K | 0.06% | 202 |
|
2024
Q4 | $263K | Sell |
417
-161
| -28% | -$101K | 0.03% | 354 |
|
2024
Q3 | $448K | Buy |
578
+228
| +65% | +$177K | 0.05% | 211 |
|
2024
Q2 | $289K | Buy |
+350
| New | +$289K | 0.04% | 245 |
|
2022
Q2 | – | Sell |
-25,990
| Closed | -$71K | – | 530 |
|
2022
Q1 | $71K | Buy |
+25,990
| New | +$71K | ﹤0.01% | 905 |
|