Choate Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
1,048
-4
| -0.4% | -$3.58K | 0.02% | 203 |
|
|
2025
Q1 | $715K | Buy |
1,052
+1
| +0.1% | +$680 | 0.02% | 219 |
|
|
2024
Q4 | $662K | Buy |
1,051
+430
| +69% | +$271K | 0.02% | 236 |
|
|
2024
Q3 | $481K | Buy |
621
+5
| +0.8% | +$3.87K | 0.01% | 265 |
|
|
2024
Q2 | $508K | Sell |
616
-7
| -1% | -$5.77K | 0.01% | 249 |
|
|
2024
Q1 | $435K | Buy |
623
+66
| +12% | +$46.1K | 0.01% | 278 |
|
|
2023
Q4 | $324K | Buy |
557
+6
| +1% | +$3.49K | 0.01% | 300 |
|
|
2023
Q3 | $253K | Buy |
+551
| New | +$253K | 0.01% | 314 |
|