AEPWM
Atlantic Edge Private Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Sell |
7,298
-89
| -1% | -$79.7K | 1.79% | 16 |
|
|
2025
Q1 | $5.02M | Sell |
7,387
-30
| -0.4% | -$20.4K | 1.53% | 16 |
|
|
2024
Q4 | $4.67M | Sell |
7,417
-100
| -1% | -$63K | 1.45% | 16 |
|
|
2024
Q3 | $5.82M | Sell |
7,517
-15
| -0.2% | -$11.6K | 1.77% | 14 |
|
|
2024
Q2 | $6.21M | Sell |
7,532
-68
| -0.9% | -$56.1K | 2.07% | 14 |
|
|
2024
Q1 | $5.31M | Buy |
7,600
+170
| +2% | +$119K | 1.83% | 13 |
|
|
2023
Q4 | $4.32M | Buy |
+7,430
| New | +$4.32M | 1.76% | 13 |
|