Caldwell Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
825
+6
|
|
||||
|
2025
Q1 | $557K | Sell |
819
-2
|
|
||||
|
2024
Q4 | $517K | Hold |
821
|
|
||||
|
2024
Q3 | $636K | Sell |
821
-19
|
|
||||
|
2024
Q2 | $693K | Sell |
840
-29
|
|
||||
|
2024
Q1 | $607K | Sell |
869
-345
|
|
||||
|
2023
Q4 | $706K | Sell |
1,214
-102
|
|
||||
|
2023
Q3 | $604K | Hold |
1,316
|
|
||||
|
2023
Q2 | $638K | Sell |
1,316
-309
|
|
||||
|
2023
Q1 | $649K | Hold |
1,625
|
|
||||
|
2022
Q4 | $613K | Hold |
1,625
|
|
||||
|
2022
Q3 | $492K | Hold |
1,625
|
|
||||
|
2022
Q2 | $519K | Hold |
1,625
|
|
||||
|
2022
Q1 | $595K | Hold |
1,625
|
|
||||
|
2021
Q4 | $699K | Hold |
1,625
|
|
||||
|
2021
Q3 | $544K | Hold |
1,625
|
|
||||
|
2021
Q2 | $527K | Hold |
1,625
|
|
||||
|
2021
Q1 | $537K | Hold |
1,625
|
|
||||
|
2020
Q4 | $421K | Hold |
1,625
|
|
||||
|
2020
Q3 | $315K | Sell |
1,625
-55
|
|
||||
|
2020
Q2 | $327K | Buy |
1,680
+55
|
|
||||
|
2020
Q1 | $234K | Hold |
1,625
|
|
||||
|
2019
Q4 | $290K | Buy |
+1,625
|
|