Atria Wealth Solutions’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
1,750
-2,800
| -62% | -$2.51M | 0.04% | 485 |
|
|
2025
Q1 | $3.09M | Sell |
4,550
-829
| -15% | -$564K | 0.04% | 489 |
|
|
2024
Q4 | $3.39M | Sell |
5,379
-138
| -3% | -$87K | 0.04% | 465 |
|
|
2024
Q3 | $4.27M | Sell |
5,517
-678
| -11% | -$525K | 0.05% | 384 |
|
|
2024
Q2 | $5.11M | Sell |
6,195
-101
| -2% | -$83.3K | 0.06% | 336 |
|
|
2024
Q1 | $4.4M | Buy |
6,296
+669
| +12% | +$467K | 0.05% | 373 |
|
|
2023
Q4 | $3.27M | Buy |
5,627
+991
| +21% | +$576K | 0.04% | 438 |
|
|
2023
Q3 | $2.13M | Buy |
4,636
+184
| +4% | +$84.4K | 0.03% | 537 |
|
|
2023
Q2 | $2.16M | Buy |
4,452
+650
| +17% | +$315K | 0.03% | 540 |
|
|
2023
Q1 | $1.52M | Buy |
3,802
+75
| +2% | +$29.9K | 0.02% | 640 |
|
|
2022
Q4 | $1.41M | Buy |
3,727
+2,607
| +233% | +$983K | 0.02% | 625 |
|
|
2022
Q3 | $339K | Buy |
+1,120
| New | +$339K | 0.01% | 1219 |
|
|
2022
Q2 | – | Sell |
-570
| Closed | -$209K | – | 1743 |
|
|
2022
Q1 | $209K | Buy |
+570
| New | +$209K | ﹤0.01% | 1573 |
|