Carson Wealth (CWM LLC)’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
4,962
+1,253
| +34% | +$1.12M | 0.02% | 625 |
|
|
2025
Q1 | $2.52M | Buy |
3,709
+707
| +24% | +$481K | 0.01% | 757 |
|
|
2024
Q4 | $1.89M | Sell |
3,002
-698
| -19% | -$440K | 0.01% | 805 |
|
|
2024
Q3 | $2.87M | Buy |
3,700
+729
| +25% | +$564K | 0.01% | 587 |
|
|
2024
Q2 | $2.45M | Buy |
2,971
+266
| +10% | +$219K | 0.01% | 585 |
|
|
2024
Q1 | $1.89M | Buy |
2,705
+102
| +4% | +$71.3K | 0.01% | 638 |
|
|
2023
Q4 | $1.51M | Buy |
2,603
+442
| +20% | +$257K | 0.01% | 645 |
|
|
2023
Q3 | $991K | Buy |
2,161
+357
| +20% | +$164K | 0.01% | 758 |
|
|
2023
Q2 | $875K | Buy |
1,804
+450
| +33% | +$218K | 0.01% | 758 |
|
|
2023
Q1 | $540K | Buy |
1,354
+13
| +1% | +$5.19K | ﹤0.01% | 870 |
|
|
2022
Q4 | $506K | Sell |
1,341
-768
| -36% | -$290K | ﹤0.01% | 809 |
|
|
2022
Q3 | $638K | Buy |
2,109
+197
| +10% | +$59.6K | 0.01% | 680 |
|
|
2022
Q2 | $610K | Buy |
1,912
+869
| +83% | +$277K | ﹤0.01% | 686 |
|
|
2022
Q1 | $382K | Buy |
1,043
+223
| +27% | +$81.7K | ﹤0.01% | 803 |
|
|
2021
Q4 | $353K | Buy |
+820
| New | +$353K | ﹤0.01% | 825 |
|
|
2021
Q2 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2021
Q1 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q4 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q2 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q1 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q4 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q3 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q2 | $102K | Hold |
315
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q1 | $102K | Buy |
315
+75
| +31% | +$24.3K | ﹤0.01% | 1130 |
|
|
2018
Q4 | $21K | Buy |
240
+193
| +411% | +$16.9K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q2 | $5K | Buy |
47
+26
| +124% | +$2.77K | ﹤0.01% | 1195 |
|
|
2018
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1184 |
|
|
2017
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1518 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1070 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 950 |
|
|
2016
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 746 |
|