Avantax Planning Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $33K | Buy |
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