B. Riley Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
+1,636
| New | +$1.47M | 0.07% | 253 |
|
|
2024
Q4 | $742K | Sell |
1,178
-424
| -26% | -$267K | 0.02% | 547 |
|
|
2024
Q3 | $1.24M | Sell |
1,602
-654
| -29% | -$506K | 0.03% | 442 |
|
|
2024
Q2 | $1.86M | Sell |
2,256
-68
| -3% | -$56.1K | 0.05% | 363 |
|
|
2024
Q1 | $1.07M | Sell |
2,324
-194
| -8% | -$89K | 0.03% | 508 |
|
|
2023
Q4 | $1.46M | Buy |
2,518
+194
| +8% | +$113K | 0.04% | 433 |
|
|
2023
Q3 | $1.07M | Sell |
2,324
-1,031
| -31% | -$473K | 0.03% | 508 |
|
|
2023
Q2 | $1.63M | Buy |
3,355
+130
| +4% | +$63.1K | 0.04% | 426 |
|
|
2023
Q1 | $1.29M | Sell |
3,225
-1,049
| -25% | -$419K | 0.03% | 465 |
|
|
2022
Q4 | $1.61M | Sell |
4,274
-293
| -6% | -$110K | 0.05% | 397 |
|
|
2022
Q3 | $1.38M | Buy |
4,567
+802
| +21% | +$243K | 0.04% | 404 |
|
|
2022
Q2 | $1.2M | Buy |
3,765
+806
| +27% | +$257K | 0.05% | 354 |
|
|
2022
Q1 | $1.08M | Sell |
2,959
-991
| -25% | -$363K | 0.04% | 461 |
|
|
2021
Q4 | $1.7M | Buy |
3,950
+74
| +2% | +$31.8K | 0.05% | 386 |
|
|
2021
Q3 | $1.3M | Buy |
3,876
+309
| +9% | +$103K | 0.04% | 444 |
|
|
2021
Q2 | $1.16M | Sell |
3,567
-35
| -1% | -$11.4K | 0.04% | 474 |
|
|
2021
Q1 | $1.19M | Buy |
3,602
+1,071
| +42% | +$353K | 0.04% | 434 |
|
|
2020
Q4 | $656K | Sell |
2,531
-1,589
| -39% | -$412K | 0.04% | 449 |
|
|
2020
Q3 | $800K | Sell |
4,120
-329
| -7% | -$63.9K | 0.04% | 371 |
|
|
2020
Q2 | $866K | Buy |
4,449
+101
| +2% | +$19.7K | 0.06% | 307 |
|
|
2020
Q1 | $625K | Buy |
+4,348
| New | +$625K | 0.05% | 334 |
|
|
2017
Q3 | – | Sell |
-3,681
| Closed | -$338K | – | 570 |
|
|
2017
Q2 | $338K | Buy |
3,681
+227
| +7% | +$20.8K | 0.06% | 331 |
|
|
2017
Q1 | $329K | Sell |
3,454
-120
| -3% | -$11.4K | 0.07% | 314 |
|
|
2016
Q4 | $282K | Buy |
3,574
+188
| +6% | +$14.8K | 0.06% | 361 |
|
|
2016
Q3 | $237K | Sell |
3,386
-4
| -0.1% | -$280 | 0.05% | 483 |
|
|
2016
Q2 | $249K | Buy |
+3,390
| New | +$249K | 0.05% | 467 |
|
|
2015
Q1 | – | Sell |
-191
| Closed | -$13 | – | 1323 |
|
|
2014
Q4 | $13 | Buy |
+191
| New | +$13 | ﹤0.01% | 2732 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$7.26K | – | 1317 |
|
|
2014
Q2 | $7.26K | Sell |
100
-1,753
| -95% | -$127K | ﹤0.01% | 1916 |
|
|
2014
Q1 | $128K | Buy |
+1,853
| New | +$128K | 0.04% | 541 |
|