Bison Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,141
| Closed | -$1.66M | – | 378 |
|
2024
Q3 | $1.66M | Sell |
2,141
-190
| -8% | -$147K | 0.26% | 89 |
|
2024
Q2 | $1.63M | Hold |
2,331
| – | – | 0.26% | 91 |
|
2024
Q1 | $1.63M | Sell |
2,331
-358
| -13% | -$250K | 0.26% | 91 |
|
2023
Q4 | $1.56M | Buy |
2,689
+149
| +6% | +$86.6K | 0.28% | 91 |
|
2023
Q3 | $1.16M | Sell |
2,540
-300
| -11% | -$138K | 0.23% | 110 |
|
2023
Q2 | $1.38M | Buy |
2,840
+166
| +6% | +$80.5K | 0.26% | 102 |
|
2023
Q1 | $1.03M | Sell |
2,674
-52
| -2% | -$20.1K | 0.32% | 92 |
|
2022
Q4 | $1.06M | Buy |
2,726
+135
| +5% | +$52.3K | 0.34% | 94 |
|
2022
Q3 | $784K | Buy |
+2,591
| New | +$784K | 0.31% | 105 |
|