Baldwin Wealth 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 | $40.1M | Sell |
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|
2025
Q2 | $34.2M | Sell |
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|
2025
Q1 | $26.2M | Buy |
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|
2024
Q4 | $24M | Buy |
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|
2024
Q3 | $27.7M | Buy |
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|
2024
Q2 | $29.2M | Sell |
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|
2024
Q1 | $26.4M | Sell |
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|
2023
Q4 | $22.6M | Sell |
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|
2023
Q3 | $17.9M | Sell |
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|
2023
Q2 | $19.2M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $14.8M | Sell |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $6.15M | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $172K | Buy |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.94M | Buy |
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|
2018
Q2 | $5.95M | Buy |
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|
2018
Q1 | $6.14M | Buy |
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|
2017
Q4 | $5.36M | Buy |
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|
2017
Q3 | $4.81M | Buy |
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