AE Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
2,538
+346
| +16% | +$310K | 0.02% | 507 |
|
|
2025
Q1 | $1.49M | Buy |
2,192
+530
| +32% | +$360K | 0.01% | 608 |
|
|
2024
Q4 | $1.05M | Buy |
1,662
+456
| +38% | +$287K | 0.01% | 688 |
|
|
2024
Q3 | $934K | Buy |
1,206
+895
| +288% | +$693K | 0.01% | 705 |
|
|
2024
Q2 | $256K | Buy |
+311
| New | +$256K | ﹤0.01% | 1080 |
|
|
2024
Q1 | – | Sell |
-15,742
| Closed | -$9.44M | – | 1609 |
|
|
2023
Q4 | $9.44M | Buy |
15,742
+2,637
| +20% | +$1.58M | 0.05% | 412 |
|
|
2023
Q3 | $6.01M | Buy |
13,105
+8,125
| +163% | +$3.73M | 0.04% | 499 |
|
|
2023
Q2 | $2.42M | Sell |
4,980
-7,318
| -60% | -$3.55M | 0.01% | 786 |
|
|
2023
Q1 | $4.91M | Buy |
12,298
+7,816
| +174% | +$3.12M | 0.03% | 514 |
|
|
2022
Q4 | $1.69M | Sell |
4,482
-11,178
| -71% | -$4.21M | 0.01% | 803 |
|
|
2022
Q3 | $4.74M | Buy |
15,660
+8,995
| +135% | +$2.72M | 0.04% | 439 |
|
|
2022
Q2 | $2.13M | Sell |
6,665
-6,755
| -50% | -$2.16M | 0.02% | 651 |
|
|
2022
Q1 | $4.91M | Buy |
13,420
+10,219
| +319% | +$3.74M | 0.03% | 441 |
|
|
2021
Q4 | $1.38M | Buy |
+3,201
| New | +$1.38M | 0.01% | 818 |
|
|
2021
Q2 | – | Sell |
-692
| Closed | -$229K | – | 1610 |
|
|
2021
Q1 | $229K | Sell |
692
-173
| -20% | -$57.3K | ﹤0.01% | 1357 |
|
|
2020
Q4 | $224K | Buy |
+865
| New | +$224K | ﹤0.01% | 1242 |
|