BWG
Beta Wealth Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-658
| Closed | -$447K | – | 110 |
|
|
2025
Q1 | $447K | Hold |
658
| – | – | 0.16% | 74 |
|
|
2024
Q4 | $415K | Buy |
658
+164
| +33% | +$103K | 0.18% | 85 |
|
|
2024
Q3 | $383K | Sell |
494
-40
| -7% | -$31K | 0.17% | 83 |
|
|
2024
Q2 | $440K | Hold |
534
| – | – | 0.21% | 77 |
|
|
2024
Q1 | $373K | Sell |
534
-41
| -7% | -$28.6K | 0.18% | 83 |
|
|
2023
Q4 | $334K | Hold |
575
| – | – | 0.18% | 83 |
|
|
2023
Q3 | $264K | Hold |
575
| – | – | 0.16% | 89 |
|
|
2023
Q2 | $279K | Sell |
575
-71
| -11% | -$34.4K | 0.16% | 86 |
|
|
2023
Q1 | $258K | Buy |
646
+2
| +0.3% | +$798 | 0.15% | 88 |
|
|
2022
Q4 | $243K | Buy |
+644
| New | +$243K | 0.16% | 87 |
|
|
2022
Q3 | – | Sell |
-644
| Closed | -$205K | – | 96 |
|
|
2022
Q2 | $205K | Hold |
644
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $236K | Hold |
644
| – | – | 0.16% | 86 |
|
|
2021
Q4 | $215K | Hold |
644
| – | – | 0.16% | 57 |
|
|
2021
Q3 | $215K | Sell |
644
-3
| -0.5% | -$1K | 0.16% | 57 |
|
|
2021
Q2 | $210K | Hold |
647
| – | – | 0.15% | 63 |
|
|
2021
Q1 | $214K | Buy |
+647
| New | +$214K | 0.16% | 54 |
|