Beacon Financial Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
483
+14
| +3% | +$12.5K | 0.05% | 240 |
|
|
2025
Q1 | $319K | Buy |
469
+25
| +6% | +$17K | 0.03% | 269 |
|
|
2024
Q4 | $280K | Sell |
444
-47
| -10% | -$29.6K | 0.03% | 289 |
|
|
2024
Q3 | $380K | Buy |
491
+121
| +33% | +$93.7K | 0.04% | 252 |
|
|
2024
Q2 | $305K | Sell |
370
-17
| -4% | -$14K | 0.03% | 262 |
|
|
2024
Q1 | $270K | Hold |
387
| – | – | 0.03% | 287 |
|
|
2023
Q4 | $225K | Buy |
+387
| New | +$225K | 0.03% | 296 |
|