AA
Apriem Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Hold |
2,581
| – | – | 0.25% | 61 |
|
|
2025
Q1 | $1.75M | Sell |
2,581
-127
| -5% | -$86.3K | 0.21% | 63 |
|
|
2024
Q4 | $1.71M | Sell |
2,708
-1,319
| -33% | -$831K | 0.2% | 64 |
|
|
2024
Q3 | $3.12M | Sell |
4,027
-175
| -4% | -$136K | 0.36% | 47 |
|
|
2024
Q2 | $3.46M | Sell |
4,202
-1,980
| -32% | -$1.63M | 0.42% | 44 |
|
|
2024
Q1 | $4.32M | Sell |
6,182
-162
| -3% | -$113K | 0.54% | 38 |
|
|
2023
Q4 | $3.69M | Sell |
6,344
-575
| -8% | -$334K | 0.49% | 36 |
|
|
2023
Q3 | $3.17M | Sell |
6,919
-317
| -4% | -$145K | 0.47% | 37 |
|
|
2023
Q2 | $3.51M | Sell |
7,236
-530
| -7% | -$257K | 0.53% | 37 |
|
|
2023
Q1 | $3.1M | Sell |
7,766
-1,968
| -20% | -$786K | 0.5% | 39 |
|
|
2022
Q4 | $3.67M | Sell |
9,734
-309
| -3% | -$117K | 0.64% | 33 |
|
|
2022
Q3 | $3.04M | Sell |
10,043
-220
| -2% | -$66.6K | 0.55% | 36 |
|
|
2022
Q2 | $3.28M | Sell |
10,263
-5,554
| -35% | -$1.77M | 0.56% | 35 |
|
|
2022
Q1 | $5.79M | Sell |
15,817
-968
| -6% | -$354K | 0.85% | 26 |
|
|
2021
Q4 | $7.22M | Sell |
16,785
-804
| -5% | -$346K | 1.02% | 26 |
|
|
2021
Q3 | $5.88M | Sell |
17,589
-676
| -4% | -$226K | 0.84% | 26 |
|
|
2021
Q2 | $5.92M | Sell |
18,265
-188
| -1% | -$61K | 0.88% | 27 |
|
|
2021
Q1 | $6.1M | Sell |
18,453
-16,399
| -47% | -$5.42M | 0.94% | 27 |
|
|
2020
Q4 | $9.02M | Sell |
34,852
-6,911
| -17% | -$1.79M | 1.61% | 20 |
|
|
2020
Q3 | $8.09M | Buy |
41,763
+79
| +0.2% | +$15.3K | 1.49% | 21 |
|
|
2020
Q2 | $8.11M | Sell |
41,684
-760
| -2% | -$148K | 1.67% | 19 |
|
|
2020
Q1 | $6.1M | Sell |
42,444
-2,377
| -5% | -$342K | 1.48% | 19 |
|
|
2019
Q4 | $7.99M | Sell |
44,821
-1,167
| -3% | -$208K | 1.53% | 20 |
|
|
2019
Q3 | $7.33M | Buy |
45,988
+23
| +0.1% | +$3.67K | 1.63% | 22 |
|
|
2019
Q2 | $5.43M | Buy |
+45,965
| New | +$5.43M | 1.7% | 22 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$10K | – | 264 |
|
|
2018
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 426 |
|
|
2017
Q3 | – | Sell |
-6,000
| Closed | -$549K | – | 149 |
|
|
2017
Q2 | $549K | Hold |
6,000
| – | – | 0.15% | 70 |
|
|
2017
Q1 | $570K | Buy |
6,000
+400
| +7% | +$38K | 0.15% | 66 |
|
|
2016
Q4 | $441K | Buy |
5,600
+5,500
| +5,500% | +$433K | 0.13% | 75 |
|
|
2016
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 432 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$8K | – | 554 |
|
|
2015
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 376 |
|
|
2015
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 435 |
|
|
2015
Q1 | $9K | Buy |
150
+50
| +50% | +$3K | ﹤0.01% | 420 |
|
|
2014
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2014
Q3 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 398 |
|
|
2014
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 301 |
|