CWM
Centric Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
994
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $676K | Hold |
994
| – | – | 0.18% | 97 |
|
|
2024
Q4 | $626K | Hold |
994
| – | – | 0.17% | 100 |
|
|
2024
Q3 | $666K | Hold |
994
| – | – | 0.18% | 99 |
|
|
2024
Q2 | $783K | Sell |
994
-7
| -0.7% | -$5.51K | 0.23% | 82 |
|
|
2024
Q1 | $690K | Buy |
1,001
+7
| +0.7% | +$4.83K | 0.22% | 84 |
|
|
2023
Q4 | $611K | Buy |
994
+13
| +1% | +$7.99K | 0.2% | 87 |
|
|
2023
Q3 | $450K | Hold |
981
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $459K | Buy |
+981
| New | +$459K | 0.18% | 75 |
|