BWP
Baldwin Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Sell |
38,135
-443
| -1% | -$397K | 2.32% | 11 |
|
|
2025
Q1 | $26.2M | Buy |
38,578
+471
| +1% | +$320K | 1.84% | 13 |
|
|
2024
Q4 | $24M | Buy |
38,107
+2,337
| +7% | +$1.47M | 1.66% | 15 |
|
|
2024
Q3 | $27.7M | Buy |
35,770
+337
| +1% | +$261K | 1.89% | 10 |
|
|
2024
Q2 | $29.2M | Sell |
35,433
-2,317
| -6% | -$1.91M | 2.28% | 10 |
|
|
2024
Q1 | $26.4M | Sell |
37,750
-1,168
| -3% | -$816K | 1.99% | 12 |
|
|
2023
Q4 | $22.6M | Sell |
38,918
-192
| -0.5% | -$112K | 1.78% | 14 |
|
|
2023
Q3 | $17.9M | Sell |
39,110
-471
| -1% | -$216K | 1.54% | 19 |
|
|
2023
Q2 | $19.2M | Buy |
39,581
+316
| +0.8% | +$153K | 1.57% | 16 |
|
|
2023
Q1 | $15.7M | Buy |
39,265
+13
| +0% | +$5.19K | 1.37% | 22 |
|
|
2022
Q4 | $14.8M | Sell |
39,252
-72
| -0.2% | -$27.1K | 1.34% | 20 |
|
|
2022
Q3 | $11.9M | Buy |
39,324
+20,055
| +104% | +$6.07M | 1.65% | 19 |
|
|
2022
Q2 | $6.15M | Buy |
19,269
+18,354
| +2,006% | +$5.86M | 0.8% | 38 |
|
|
2022
Q1 | $335K | Buy |
915
+250
| +38% | +$91.5K | 0.04% | 155 |
|
|
2021
Q4 | $286K | Hold |
665
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $222K | Hold |
665
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $216K | Sell |
665
-200
| -23% | -$65K | 0.02% | 193 |
|
|
2021
Q1 | $286K | Buy |
865
+200
| +30% | +$66.1K | 0.03% | 148 |
|
|
2020
Q4 | $172K | Buy |
665
+650
| +4,333% | +$168K | 0.02% | 188 |
|
|
2020
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-58,386
| Closed | -$5.94M | – | 524 |
|
|
2018
Q3 | $5.94M | Buy |
58,386
+357
| +0.6% | +$36.3K | 0.83% | 38 |
|
|
2018
Q2 | $5.95M | Buy |
58,029
+1,729
| +3% | +$177K | 0.92% | 36 |
|
|
2018
Q1 | $6.14M | Buy |
56,300
+5,305
| +10% | +$578K | 0.99% | 36 |
|
|
2017
Q4 | $5.36M | Buy |
50,995
+5,610
| +12% | +$589K | 0.83% | 44 |
|
|
2017
Q3 | $4.81M | Buy |
+45,385
| New | +$4.81M | 0.77% | 45 |
|