AO
Advisor OS’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Sell |
1,042
-95
| -8% | -$85.1K | 0.09% | 160 |
|
|
2025
Q1 | $773K | Buy |
1,137
+71
| +7% | +$48.3K | 0.09% | 157 |
|
|
2024
Q4 | $672K | Sell |
1,066
-301
| -22% | -$190K | 0.08% | 175 |
|
|
2024
Q3 | $1.06M | Buy |
1,367
+56
| +4% | +$43.4K | 0.11% | 146 |
|
|
2024
Q2 | $1.08M | Buy |
1,311
+61
| +5% | +$50.3K | 0.12% | 155 |
|
|
2024
Q1 | $873K | Buy |
+1,250
| New | +$873K | 0.1% | 181 |
|