BFIM
Beese Fulmer Investment Management’s KLA KLAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.6M | Buy |
17,455
+342
| +2% | +$306K | 1.16% | 28 |
|
2025
Q1 | $11.6M | Buy |
17,113
+314
| +2% | +$213K | 1% | 36 |
|
2024
Q4 | $10.6M | Sell |
16,799
-2,390
| -12% | -$1.51M | 0.9% | 40 |
|
2024
Q3 | $14.9M | Buy |
+19,189
| New | +$14.9M | 1.28% | 25 |
|