Beta Wealth Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $383K | Sell |
|
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $373K | Sell |
|
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $214K | Buy |
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