Chico Wealth RIA’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
3,020
-629
| -17% | -$563K | 2.14% | 5 |
|
|
2025
Q1 | $2.48M | Hold |
3,649
| – | – | 2.15% | 5 |
|
|
2024
Q4 | $2.3M | Buy |
3,649
+4
| +0.1% | +$2.52K | 2.01% | 5 |
|
|
2024
Q3 | $2.82M | Hold |
3,645
| – | – | 2.41% | 5 |
|
|
2024
Q2 | $3.01M | Hold |
3,645
| – | – | 2.75% | 5 |
|
|
2024
Q1 | $2.55M | Sell |
3,645
-225
| -6% | -$157K | 2.41% | 5 |
|
|
2023
Q4 | $2.25M | Buy |
3,870
+2,870
| +287% | +$1.67M | 2.34% | 5 |
|
|
2023
Q3 | $459K | Buy |
+1,000
| New | +$459K | 0.55% | 12 |
|