Avantax Planning Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
434
-47
| -10% | -$42.1K | 0.01% | 305 |
|
|
2025
Q1 | $327K | Sell |
481
-89
| -16% | -$60.5K | 0.01% | 324 |
|
|
2024
Q4 | $359K | Buy |
570
+16
| +3% | +$10.1K | 0.01% | 302 |
|
|
2024
Q3 | $429K | Sell |
554
-32
| -5% | -$24.8K | 0.02% | 282 |
|
|
2024
Q2 | $483K | Sell |
586
-50
| -8% | -$41.2K | 0.02% | 292 |
|
|
2024
Q1 | $444K | Buy |
636
+50
| +9% | +$34.9K | 0.01% | 307 |
|
|
2023
Q4 | $341K | Sell |
586
-1
| -0.2% | -$581 | 0.01% | 284 |
|
|
2023
Q3 | $269K | Sell |
587
-183
| -24% | -$83.9K | 0.01% | 300 |
|
|
2023
Q2 | $373K | Buy |
770
+5
| +0.7% | +$2.43K | 0.01% | 263 |
|
|
2023
Q1 | $305K | Hold |
765
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $288K | Hold |
765
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $232K | Sell |
765
-5
| -0.6% | -$1.52K | 0.01% | 305 |
|
|
2022
Q2 | $246K | Buy |
+770
| New | +$246K | 0.01% | 300 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$22K | – | 776 |
|
|
2018
Q3 | $22K | Buy |
+220
| New | +$22K | ﹤0.01% | 673 |
|
|
2018
Q2 | – | Sell |
-301
| Closed | -$33K | – | 882 |
|
|
2018
Q1 | $33K | Buy |
+301
| New | +$33K | ﹤0.01% | 615 |
|