Cary Street Partners 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 | $386K | Buy |
431
+24
| +6% | +$21.5K | 0.19% | 133 |
|
|
2025
Q1 | $277K | Buy |
407
+146
| +56% | +$99.3K | 0.16% | 156 |
|
|
2024
Q4 | $164K | Sell |
261
-1,104
| -81% | -$696K | 0.11% | 209 |
|
|
2024
Q3 | $1.06M | Sell |
1,365
-271
| -17% | -$210K | 0.04% | 357 |
|
|
2024
Q2 | $1.35M | Buy |
1,636
+133
| +9% | +$110K | 0.05% | 304 |
|
|
2024
Q1 | $1.05M | Sell |
1,503
-67
| -4% | -$46.8K | 0.04% | 333 |
|
|
2023
Q4 | $913K | Sell |
1,570
-96
| -6% | -$55.8K | 0.04% | 330 |
|
|
2023
Q3 | $764K | Sell |
1,666
-95
| -5% | -$43.6K | 0.04% | 338 |
|
|
2023
Q2 | $854K | Buy |
1,761
+182
| +12% | +$88.3K | 0.05% | 279 |
|
|
2023
Q1 | $630K | Sell |
1,579
-11
| -0.7% | -$4.39K | 0.05% | 303 |
|
|
2022
Q4 | $599K | Sell |
1,590
-16
| -1% | -$6.03K | 0.04% | 307 |
|
|
2022
Q3 | $486K | Sell |
1,606
-257
| -14% | -$77.8K | 0.04% | 316 |
|
|
2022
Q2 | $594K | Buy |
+1,863
| New | +$594K | 0.05% | 282 |
|