Bartlett & Co Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Sell |
97
-10
| -9% | -$8.96K | ﹤0.01% | 576 |
|
|
2025
Q1 | $72.7K | Buy |
107
+6
| +6% | +$4.08K | ﹤0.01% | 594 |
|
|
2024
Q4 | $63.6K | Sell |
101
-5
| -5% | -$3.15K | ﹤0.01% | 603 |
|
|
2024
Q3 | $82.1K | Hold |
106
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $87.4K | Buy |
106
+56
| +112% | +$46.2K | ﹤0.01% | 573 |
|
|
2024
Q1 | $34.9K | Hold |
50
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $29.3K | Buy |
+50
| New | +$29.3K | ﹤0.01% | 799 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$7.02K | – | 1237 |
|
|
2022
Q2 | $7.02K | Sell |
22
-42
| -66% | -$13.4K | ﹤0.01% | 948 |
|
|
2022
Q1 | $23.4K | Buy |
+64
| New | +$23.4K | ﹤0.01% | 713 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$4.35K | – | 657 |
|
|
2021
Q3 | $4.35K | Hold |
13
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $4.22K | Hold |
13
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $4.3K | Hold |
13
| – | – | ﹤0.01% | 804 |
|
|
2020
Q4 | $3.37K | Buy |
+13
| New | +$3.37K | ﹤0.01% | 843 |
|