Cherry Tree Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Sell |
12
-17
| -59% | -$15.2K | ﹤0.01% | 403 |
|
|
2025
Q1 | $19.7K | Hold |
29
| – | – | ﹤0.01% | 355 |
|
|
2024
Q4 | $18.3K | Hold |
29
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $22.5K | Hold |
29
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $23.9K | Buy |
29
+17
| +142% | +$14K | 0.01% | 310 |
|
|
2024
Q1 | $8.38K | Hold |
12
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $6.98K | Hold |
12
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $5.5K | Buy |
12
+10
| +500% | +$4.59K | ﹤0.01% | 395 |
|
|
2023
Q2 | $971 | Buy |
+2
| New | +$971 | ﹤0.01% | 540 |
|