Cape Investment Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Sell |
53
-1
| -2% | -$896 | 0.02% | 373 |
|
|
2025
Q1 | $36.7K | Buy |
54
+2
| +4% | +$1.36K | 0.01% | 380 |
|
|
2024
Q4 | $32.8K | Hold |
52
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $40.3K | Buy |
52
+2
| +4% | +$1.55K | 0.02% | 347 |
|
|
2024
Q2 | $41.2K | Hold |
50
| – | – | 0.02% | 320 |
|
|
2024
Q1 | $34.9K | Hold |
50
| – | – | 0.02% | 355 |
|
|
2023
Q4 | $29.1K | Hold |
50
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $22.9K | Hold |
50
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $24.3K | Hold |
50
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $20K | Buy |
+50
| New | +$20K | 0.01% | 423 |
|