Avitas Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.88M | Sell |
2,977
-15
| -0.5% | -$9.45K | 0.26% | 96 |
|
|
2024
Q3 | $2.32M | Sell |
2,992
-30
| -1% | -$23.2K | 0.33% | 85 |
|
|
2024
Q2 | $2.49M | Sell |
3,022
-26
| -0.9% | -$21.4K | 0.36% | 69 |
|
|
2024
Q1 | $2.13M | Sell |
3,048
-7
| -0.2% | -$4.89K | 0.32% | 87 |
|
|
2023
Q4 | $1.78M | Buy |
3,055
+49
| +2% | +$28.5K | 0.3% | 95 |
|
|
2023
Q3 | $1.38M | Sell |
3,006
-60
| -2% | -$27.5K | 0.26% | 101 |
|
|
2023
Q2 | $1.49M | Buy |
3,066
+7
| +0.2% | +$3.4K | 0.27% | 100 |
|
|
2023
Q1 | $1.22M | Sell |
3,059
-2
| -0.1% | -$798 | 0.24% | 111 |
|
|
2022
Q4 | $1.15M | Buy |
3,061
+28
| +0.9% | +$10.6K | 0.24% | 107 |
|
|
2022
Q3 | $918K | Buy |
+3,033
| New | +$918K | 0.21% | 114 |
|
|
2022
Q2 | – | Sell |
-5,677
| Closed | -$2.08M | – | 213 |
|
|
2022
Q1 | $2.08M | Buy |
+5,677
| New | +$2.08M | 0.38% | 86 |
|