Cerity Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.4M | Buy |
92,033
+2,377
| +3% | +$2.13M | 0.15% | 145 |
|
|
2025
Q1 | $60.9M | Buy |
89,656
+4,229
| +5% | +$2.87M | 0.12% | 158 |
|
|
2024
Q4 | $54.7M | Sell |
85,427
-1,726
| -2% | -$1.11M | 0.12% | 158 |
|
|
2024
Q3 | $67.5M | Buy |
87,153
+8,409
| +11% | +$6.51M | 0.15% | 146 |
|
|
2024
Q2 | $64.9M | Buy |
78,744
+2,045
| +3% | +$1.69M | 0.17% | 128 |
|
|
2024
Q1 | $53.6M | Buy |
76,699
+12,543
| +20% | +$8.76M | 0.14% | 150 |
|
|
2023
Q4 | $37.3M | Buy |
64,156
+23,635
| +58% | +$13.7M | 0.12% | 162 |
|
|
2023
Q3 | $18.6M | Buy |
40,521
+7,158
| +21% | +$3.28M | 0.09% | 201 |
|
|
2023
Q2 | $16.2M | Buy |
33,363
+5,202
| +18% | +$2.52M | 0.06% | 267 |
|
|
2023
Q1 | $11.2M | Buy |
28,161
+1,145
| +4% | +$457K | 0.03% | 334 |
|
|
2022
Q4 | $10.2M | Buy |
27,016
+25,592
| +1,797% | +$9.65M | 0.07% | 260 |
|
|
2022
Q3 | $430K | Buy |
1,424
+68
| +5% | +$20.5K | 0.01% | 770 |
|
|
2022
Q2 | $433K | Buy |
+1,356
| New | +$433K | ﹤0.01% | 787 |
|
|
2022
Q1 | – | Sell |
-895
| Closed | -$386K | – | 1031 |
|
|
2021
Q4 | $386K | Buy |
+895
| New | +$386K | 0.01% | 690 |
|
|
2019
Q4 | – | Sell |
-3,098
| Closed | -$494K | – | 555 |
|
|
2019
Q3 | $494K | Buy |
3,098
+137
| +5% | +$21.8K | 0.03% | 324 |
|
|
2019
Q2 | $350K | Buy |
2,961
+77
| +3% | +$9.1K | 0.02% | 371 |
|
|
2019
Q1 | $344K | Sell |
2,884
-211
| -7% | -$25.2K | 0.02% | 393 |
|
|
2018
Q4 | $277K | Buy |
3,095
+285
| +10% | +$25.5K | 0.02% | 418 |
|
|
2018
Q3 | $286K | Buy |
2,810
+174
| +7% | +$17.7K | 0.02% | 428 |
|
|
2018
Q2 | $270K | Sell |
2,636
-155
| -6% | -$15.9K | 0.02% | 443 |
|
|
2018
Q1 | $304K | Sell |
2,791
-123
| -4% | -$13.4K | 0.02% | 432 |
|
|
2017
Q4 | $306K | Buy |
2,914
+1
| +0% | +$105 | 0.02% | 443 |
|
|
2017
Q3 | $309K | Buy |
+2,913
| New | +$309K | 0.02% | 429 |
|