AE Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.44M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $4.91M | Buy |
|
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $4.91M | Buy |
|
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $224K | Buy |
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