Caldwell Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $894K | Buy |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $649K | Hold |
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|
2022
Q4 | $613K | Hold |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $699K | Hold |
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|
2021
Q3 | $544K | Hold |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $290K | Buy |
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