BAM
Bellevue Asset Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
455
| – | – | 0.2% | 51 |
|
|
2025
Q1 | $310K | Hold |
455
| – | – | 0.17% | 53 |
|
|
2024
Q4 | $287K | Hold |
455
| – | – | 0.15% | 57 |
|
|
2024
Q3 | $353K | Hold |
455
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $375K | Hold |
455
| – | – | 0.21% | 44 |
|
|
2024
Q1 | $318K | Buy |
455
+1
| +0.2% | +$699 | 0.18% | 51 |
|
|
2023
Q4 | $264K | Hold |
454
| – | – | 0.23% | 56 |
|
|
2023
Q3 | $209K | Sell |
454
-25
| -5% | -$11.5K | 0.14% | 55 |
|
|
2023
Q2 | $233K | Hold |
479
| – | – | 0.15% | 53 |
|
|
2023
Q1 | $191K | Hold |
479
| – | – | 0.13% | 59 |
|
|
2022
Q4 | $178K | Hold |
479
| – | – | 0.14% | 61 |
|
|
2022
Q3 | $151K | Buy |
479
+1
| +0.2% | +$315 | 0.12% | 74 |
|
|
2022
Q2 | $154K | Buy |
478
+1
| +0.2% | +$322 | 0.11% | 80 |
|
|
2022
Q1 | $178K | Hold |
477
| – | – | 0.11% | 76 |
|
|
2021
Q4 | $205K | Sell |
477
-25
| -5% | -$10.7K | 0.12% | 66 |
|
|
2021
Q3 | $170K | Hold |
502
| – | – | 0.1% | 79 |
|
|
2021
Q2 | $163K | Hold |
502
| – | – | 0.1% | 84 |
|
|
2021
Q1 | $166K | Buy |
502
+1
| +0.2% | +$331 | 0.1% | 87 |
|
|
2020
Q4 | $155K | Sell |
501
-94
| -16% | -$29.1K | 0.09% | 85 |
|
|
2020
Q3 | $115K | Buy |
595
+25
| +4% | +$4.83K | 0.08% | 100 |
|
|
2020
Q2 | $111K | Hold |
570
| – | – | 0.11% | 101 |
|
|
2020
Q1 | $95K | Hold |
570
| – | – | 0.1% | 111 |
|
|
2019
Q4 | $102K | Buy |
+570
| New | +$102K | 0.08% | 104 |
|