Arkadios Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
2,157
+146
| +7% | +$131K | 0.06% | 355 |
|
|
2025
Q1 | $1.37M | Buy |
2,011
+1,421
| +241% | +$966K | 0.05% | 374 |
|
|
2024
Q4 | $372K | Buy |
590
+65
| +12% | +$40.9K | 0.02% | 652 |
|
|
2024
Q3 | $406K | Sell |
525
-444
| -46% | -$344K | 0.02% | 615 |
|
|
2024
Q2 | $799K | Buy |
969
+568
| +142% | +$468K | 0.05% | 330 |
|
|
2024
Q1 | $280K | Sell |
401
-3
| -0.7% | -$2.09K | 0.02% | 556 |
|
|
2023
Q4 | $235K | Buy |
+404
| New | +$235K | 0.02% | 608 |
|
|
2021
Q3 | – | Sell |
-113
| Closed | -$36K | – | 1961 |
|
|
2021
Q2 | $36K | Buy |
113
+72
| +176% | +$22.9K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $13K | Buy |
+41
| New | +$13K | ﹤0.01% | 1106 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$2.3K | – | 1059 |
|
|
2020
Q1 | $2.3K | Hold |
16
| – | – | ﹤0.01% | 907 |
|
|
2019
Q4 | $2.86K | Buy |
+16
| New | +$2.86K | ﹤0.01% | 776 |
|