AWP
Ascent Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
4,521
+48
| +1% | +$43K | 0.5% | 56 |
|
|
2025
Q1 | $3.04M | Buy |
4,473
+3
| +0.1% | +$2.04K | 0.41% | 56 |
|
|
2024
Q4 | $2.82M | Buy |
4,470
+4
| +0.1% | +$2.52K | 0.38% | 58 |
|
|
2024
Q3 | $3.46M | Buy |
4,466
+16
| +0.4% | +$12.4K | 0.48% | 48 |
|
|
2024
Q2 | $3.67M | Sell |
4,450
-38
| -0.8% | -$31.3K | 0.54% | 47 |
|
|
2024
Q1 | $3.14M | Sell |
4,488
-68
| -1% | -$47.5K | 0.47% | 52 |
|
|
2023
Q4 | $2.65M | Buy |
4,556
+137
| +3% | +$79.6K | 0.43% | 53 |
|
|
2023
Q3 | $2.03M | Sell |
4,419
-29
| -0.7% | -$13.3K | 0.37% | 58 |
|
|
2023
Q2 | $2.09M | Buy |
4,448
+177
| +4% | +$83.3K | 0.37% | 59 |
|
|
2023
Q1 | $1.7M | Buy |
4,271
+67
| +2% | +$26.7K | 0.34% | 64 |
|
|
2022
Q4 | $1.59M | Buy |
4,204
+682
| +19% | +$257K | 0.34% | 68 |
|
|
2022
Q3 | $1.07M | Buy |
+3,522
| New | +$1.07M | 0.25% | 84 |
|