Bartlett & Co Wealth Management’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
$140K Buy
2025
Q2
$86.9K Sell
2025
Q1
$72.7K Buy
2024
Q4
$63.6K Sell
2024
Q3
$82.1K Hold
2024
Q2
$87.4K Buy
2024
Q1
$34.9K Hold
2023
Q4
$29.3K Buy
2022
Q3
Sell
2022
Q2
$7.02K Sell
2022
Q1
$23.4K Buy
2021
Q4
Sell
2021
Q3
$4.35K Hold
2021
Q2
$4.21K Hold
2021
Q1
$4.29K Hold
2020
Q4
$3.37K Buy