Beacon Pointe Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
353
-82
| -19% | -$73.5K | ﹤0.01% | 1014 |
|
|
2025
Q1 | $296K | Buy |
435
+51
| +13% | +$34.7K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $242K | Sell |
384
-553
| -59% | -$348K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $726K | Sell |
937
-73
| -7% | -$56.5K | 0.01% | 724 |
|
|
2024
Q2 | $833K | Hold |
1,010
| – | – | 0.01% | 694 |
|
|
2024
Q1 | $706K | Sell |
1,010
-21
| -2% | -$14.7K | 0.01% | 783 |
|
|
2023
Q4 | $599K | Sell |
1,031
-65
| -6% | -$37.8K | 0.01% | 830 |
|
|
2023
Q3 | $503K | Sell |
1,096
-21
| -2% | -$9.63K | 0.01% | 867 |
|
|
2023
Q2 | $542K | Sell |
1,117
-117
| -9% | -$56.8K | 0.01% | 686 |
|
|
2023
Q1 | $493K | Buy |
1,234
+71
| +6% | +$28.3K | 0.01% | 761 |
|
|
2022
Q4 | $439K | Buy |
1,163
+136
| +13% | +$51.3K | 0.01% | 738 |
|
|
2022
Q3 | $311K | Buy |
1,027
+43
| +4% | +$13K | 0.01% | 782 |
|
|
2022
Q2 | $314K | Sell |
984
-592
| -38% | -$189K | 0.01% | 801 |
|
|
2022
Q1 | $577K | Buy |
1,576
+1,049
| +199% | +$384K | 0.01% | 767 |
|
|
2021
Q4 | $227K | Sell |
527
-311
| -37% | -$134K | 0.01% | 834 |
|
|
2021
Q3 | $280K | Buy |
838
+3
| +0.4% | +$1K | 0.01% | 731 |
|
|
2021
Q2 | $271K | Buy |
+835
| New | +$271K | 0.01% | 693 |
|