BWM
BNC Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
+6,299
| New | +$5.64M | 1.67% | 17 |
|
|
2024
Q4 | – | Sell |
-7,461
| Closed | -$5.78M | – | 101 |
|
|
2024
Q3 | $5.78M | Buy |
7,461
+290
| +4% | +$225K | 2.13% | 13 |
|
|
2024
Q2 | $5.91M | Buy |
7,171
+723
| +11% | +$596K | 2.2% | 12 |
|
|
2024
Q1 | $4.5M | Buy |
6,448
+118
| +2% | +$82.4K | 1.93% | 15 |
|
|
2023
Q4 | $3.68M | Buy |
6,330
+15
| +0.2% | +$8.72K | 1.74% | 19 |
|
|
2023
Q3 | $2.9M | Buy |
6,315
+152
| +2% | +$69.7K | 1.55% | 23 |
|
|
2023
Q2 | $2.99M | Buy |
6,163
+3,058
| +98% | +$1.48M | 1.59% | 20 |
|
|
2023
Q1 | $1.24M | Buy |
3,105
+81
| +3% | +$32.3K | 0.69% | 48 |
|
|
2022
Q4 | $1.14M | Buy |
3,024
+84
| +3% | +$31.7K | 0.67% | 51 |
|
|
2022
Q3 | $890K | Sell |
2,940
-183
| -6% | -$55.4K | 0.54% | 59 |
|
|
2022
Q2 | $996K | Buy |
3,123
+2,178
| +230% | +$695K | 0.52% | 65 |
|
|
2022
Q1 | $346K | Buy |
945
+396
| +72% | +$145K | 0.17% | 82 |
|
|
2021
Q4 | $236K | Buy |
+549
| New | +$236K | 0.11% | 106 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$58K | – | 299 |
|
|
2020
Q3 | $58K | Buy |
+300
| New | +$58K | 0.04% | 157 |
|