AWA
Alta Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
1,919
+78
| +4% | +$69.9K | 0.81% | 27 |
|
|
2025
Q1 | $1.25M | Buy |
1,841
+7
| +0.4% | +$4.76K | 0.57% | 44 |
|
|
2024
Q4 | $1.16M | Buy |
1,834
+65
| +4% | +$41K | 0.51% | 45 |
|
|
2024
Q3 | $1.37M | Hold |
1,769
| – | – | 0.63% | 38 |
|
|
2024
Q2 | $1.46M | Sell |
1,769
-4
| -0.2% | -$3.3K | 0.73% | 33 |
|
|
2024
Q1 | $1.24M | Buy |
1,773
+4
| +0.2% | +$2.79K | 0.63% | 41 |
|
|
2023
Q4 | $1.03M | Sell |
1,769
-82
| -4% | -$47.7K | 0.57% | 46 |
|
|
2023
Q3 | $849K | Sell |
1,851
-30
| -2% | -$13.8K | 0.52% | 56 |
|
|
2023
Q2 | $912K | Hold |
1,881
| – | – | 0.54% | 55 |
|
|
2023
Q1 | $751K | Hold |
1,881
| – | – | 0.47% | 68 |
|
|
2022
Q4 | $709K | Sell |
1,881
-701
| -27% | -$264K | 0.48% | 71 |
|
|
2022
Q3 | $781K | Hold |
2,582
| – | – | 0.56% | 50 |
|
|
2022
Q2 | $822K | Sell |
2,582
-3
| -0.1% | -$955 | 0.57% | 50 |
|
|
2022
Q1 | $946K | Sell |
2,585
-5
| -0.2% | -$1.83K | 0.56% | 51 |
|
|
2021
Q4 | $1.11M | Buy |
2,590
+53
| +2% | +$22.8K | 0.69% | 42 |
|
|
2021
Q3 | $849K | Sell |
2,537
-15
| -0.6% | -$5.02K | 0.62% | 53 |
|
|
2021
Q2 | $827K | Hold |
2,552
| – | – | 0.61% | 54 |
|
|
2021
Q1 | $843K | Sell |
2,552
-2
| -0.1% | -$661 | 0.7% | 49 |
|
|
2020
Q4 | $661K | Buy |
+2,554
| New | +$661K | 0.56% | 61 |
|