Beverly Hills Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
1,599
-49
| -3% | -$43.9K | 0.27% | 98 |
|
|
2025
Q1 | $1.12M | Sell |
1,648
-5
| -0.3% | -$3.4K | 0.22% | 115 |
|
|
2024
Q4 | $1.04M | Buy |
1,653
+137
| +9% | +$86.3K | 0.21% | 116 |
|
|
2024
Q3 | $1.17M | Buy |
1,516
+122
| +9% | +$94.5K | 0.24% | 112 |
|
|
2024
Q2 | $1.15M | Sell |
1,394
-381
| -21% | -$314K | 0.25% | 100 |
|
|
2024
Q1 | $1.24M | Buy |
1,775
+158
| +10% | +$110K | 0.29% | 90 |
|
|
2023
Q4 | $940K | Buy |
1,617
+185
| +13% | +$108K | 0.25% | 95 |
|
|
2023
Q3 | $657K | Sell |
1,432
-1,367
| -49% | -$627K | 0.2% | 114 |
|
|
2023
Q2 | $1.39M | Buy |
2,799
+1,396
| +100% | +$693K | 0.23% | 101 |
|
|
2023
Q1 | $560K | Buy |
1,403
+186
| +15% | +$74.2K | 0.17% | 133 |
|
|
2022
Q4 | $459K | Buy |
+1,217
| New | +$459K | 0.2% | 116 |
|