Annex Advisory Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
635
-50
| -7% | -$44.8K | 0.01% | 207 |
|
|
2025
Q1 | $466K | Sell |
685
-75
| -10% | -$51K | 0.01% | 221 |
|
|
2024
Q4 | $479K | Sell |
760
-4
| -0.5% | -$2.52K | 0.01% | 216 |
|
|
2024
Q3 | $592K | Hold |
764
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $630K | Hold |
764
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $534K | Buy |
764
+4
| +0.5% | +$2.79K | 0.02% | 174 |
|
|
2023
Q4 | $442K | Hold |
760
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $349K | Buy |
760
+48
| +7% | +$22K | 0.02% | 172 |
|
|
2023
Q2 | $345K | Hold |
712
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $284K | Sell |
712
-1
| -0.1% | -$399 | 0.02% | 186 |
|
|
2022
Q4 | $269K | Sell |
713
-508
| -42% | -$192K | 0.02% | 202 |
|
|
2022
Q3 | $370K | Buy |
1,221
+1
| +0.1% | +$303 | 0.02% | 156 |
|
|
2022
Q2 | $389K | Hold |
1,220
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $447K | Buy |
1,220
+500
| +69% | +$183K | 0.03% | 160 |
|
|
2021
Q4 | $310K | Buy |
+720
| New | +$310K | 0.02% | 183 |
|
|
2020
Q2 | – | Sell |
-1,632
| Closed | -$235K | – | 128 |
|
|
2020
Q1 | $235K | Buy |
1,632
+500
| +44% | +$72K | 0.03% | 109 |
|
|
2019
Q4 | $202K | Buy |
+1,132
| New | +$202K | 0.02% | 131 |
|