CWA
CJM Wealth Advisers’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Hold |
600
| – | – | 0.18% | 41 |
|
|
2025
Q1 | $408K | Hold |
600
| – | – | 0.14% | 45 |
|
|
2024
Q4 | $378K | Hold |
600
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $465K | Hold |
600
| – | – | 0.16% | 41 |
|
|
2024
Q2 | $497K | Hold |
600
| – | – | 0.18% | 36 |
|
|
2024
Q1 | $419K | Hold |
600
| – | – | 0.16% | 41 |
|
|
2023
Q4 | $349K | Hold |
600
| – | – | 0.15% | 44 |
|
|
2023
Q3 | $275K | Hold |
600
| – | – | 0.13% | 44 |
|
|
2023
Q2 | $291K | Hold |
600
| – | – | 0.15% | 43 |
|
|
2023
Q1 | $240K | Hold |
600
| – | – | 0.14% | 50 |
|
|
2022
Q4 | $226K | Buy |
+600
| New | +$226K | 0.14% | 49 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$220K | – | 57 |
|
|
2022
Q1 | $220K | Hold |
600
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $258K | Buy |
+600
| New | +$258K | 0.18% | 49 |
|