Annis Gardner Whiting Capital Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Buy |
80
+43
| +116% | +$38.5K | 0.02% | 365 |
|
|
2025
Q1 | $25.2K | Hold |
37
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $23.3K | Sell |
37
-8
| -18% | -$5.04K | 0.01% | 425 |
|
|
2024
Q3 | $34.8K | Sell |
45
-35
| -44% | -$27.1K | 0.01% | 403 |
|
|
2024
Q2 | $66K | Buy |
80
+8
| +11% | +$6.6K | 0.02% | 369 |
|
|
2024
Q1 | $50.3K | Buy |
72
+44
| +157% | +$30.7K | 0.02% | 380 |
|
|
2023
Q4 | $16.3K | Buy |
28
+1
| +4% | +$581 | 0.01% | 426 |
|
|
2023
Q3 | $12.4K | Buy |
+27
| New | +$12.4K | 0.01% | 441 |
|