Aprio 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 | $433K | Sell |
484
-91
| -16% | -$81.5K | 0.05% | 215 |
|
|
2025
Q1 | $391K | Buy |
575
+98
| +21% | +$66.6K | 0.05% | 215 |
|
|
2024
Q4 | $301K | Buy |
477
+93
| +24% | +$58.6K | 0.04% | 215 |
|
|
2024
Q3 | $297K | Buy |
384
+7
| +2% | +$5.42K | 0.05% | 197 |
|
|
2024
Q2 | $311K | Buy |
377
+64
| +20% | +$52.7K | 0.06% | 160 |
|
|
2024
Q1 | $218K | Buy |
+313
| New | +$218K | 0.04% | 202 |
|