Ballentine Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Buy |
1,950
+148
| +8% | +$133K | 0.03% | 218 |
|
2025
Q1 | $1.23M | Buy |
1,802
+110
| +7% | +$74.8K | 0.02% | 254 |
|
2024
Q4 | $1.07M | Buy |
1,692
+4
| +0.2% | +$2.52K | 0.02% | 270 |
|
2024
Q3 | $1.31M | Buy |
1,688
+71
| +4% | +$55K | 0.02% | 233 |
|
2024
Q2 | $1.33M | Buy |
1,617
+120
| +8% | +$98.9K | 0.02% | 214 |
|
2024
Q1 | $1.05M | Buy |
1,497
+261
| +21% | +$182K | 0.02% | 239 |
|
2023
Q4 | $718K | Buy |
1,236
+146
| +13% | +$84.9K | 0.01% | 289 |
|
2023
Q3 | $500K | Buy |
1,090
+9
| +0.8% | +$4.13K | 0.01% | 320 |
|
2023
Q2 | $524K | Buy |
1,081
+86
| +9% | +$41.7K | 0.01% | 305 |
|
2023
Q1 | $397K | Buy |
995
+461
| +86% | +$184K | 0.01% | 346 |
|
2022
Q4 | $201K | Buy |
+534
| New | +$201K | 0.01% | 467 |
|