Avantax Advisory Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Sell |
7,190
-554
| -7% | -$496K | 0.04% | 370 |
|
|
2025
Q1 | $5.26M | Buy |
7,744
+1,693
| +28% | +$1.15M | 0.03% | 399 |
|
|
2024
Q4 | $3.81M | Buy |
6,051
+26
| +0.4% | +$16.4K | 0.02% | 484 |
|
|
2024
Q3 | $4.67M | Buy |
6,025
+302
| +5% | +$234K | 0.03% | 408 |
|
|
2024
Q2 | $4.72M | Buy |
5,723
+4,299
| +302% | +$3.54M | 0.03% | 390 |
|
|
2024
Q1 | $995K | Buy |
1,424
+31
| +2% | +$21.7K | 0.01% | 751 |
|
|
2023
Q4 | $810K | Buy |
1,393
+118
| +9% | +$68.6K | 0.01% | 796 |
|
|
2023
Q3 | $585K | Buy |
1,275
+168
| +15% | +$77K | 0.01% | 881 |
|
|
2023
Q2 | $537K | Sell |
1,107
-199
| -15% | -$96.5K | 0.01% | 917 |
|
|
2023
Q1 | $521K | Buy |
1,306
+248
| +23% | +$99K | 0.01% | 896 |
|
|
2022
Q4 | $399K | Buy |
1,058
+179
| +20% | +$67.5K | 0.01% | 967 |
|
|
2022
Q3 | $266K | Sell |
879
-172
| -16% | -$52.1K | ﹤0.01% | 1062 |
|
|
2022
Q2 | $335K | Buy |
1,051
+37
| +4% | +$11.8K | 0.01% | 958 |
|
|
2022
Q1 | $373K | Buy |
1,014
+493
| +95% | +$181K | 0.01% | 902 |
|
|
2021
Q4 | $225K | Buy |
+521
| New | +$225K | ﹤0.01% | 1117 |
|
|
2020
Q3 | – | Sell |
-6,452
| Closed | -$1.26M | – | 1387 |
|
|
2020
Q2 | $1.26M | Buy |
+6,452
| New | +$1.26M | 0.04% | 302 |
|