Clearstead 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 | $1.39M | Buy |
1,551
+265
| +21% | +$237K | 0.02% | 377 |
|
|
2025
Q1 | $874K | Sell |
1,286
-11
| -0.8% | -$7.48K | 0.01% | 445 |
|
|
2024
Q4 | $817K | Buy |
1,297
+44
| +4% | +$27.7K | 0.01% | 454 |
|
|
2024
Q3 | $970K | Buy |
1,253
+53
| +4% | +$41K | 0.02% | 426 |
|
|
2024
Q2 | $989K | Buy |
1,200
+691
| +136% | +$570K | 0.02% | 399 |
|
|
2024
Q1 | $364K | Sell |
509
-22
| -4% | -$15.7K | 0.02% | 362 |
|
|
2023
Q4 | $309K | Sell |
531
-331
| -38% | -$192K | 0.02% | 391 |
|
|
2023
Q3 | $395K | Buy |
862
+550
| +176% | +$252K | 0.01% | 444 |
|
|
2023
Q2 | $151K | Sell |
312
-3
| -1% | -$1.46K | 0.01% | 481 |
|
|
2023
Q1 | $126K | Sell |
315
-218
| -41% | -$87K | 0.01% | 468 |
|
|
2022
Q4 | $201K | Buy |
533
+277
| +108% | +$104K | 0.02% | 381 |
|
|
2022
Q3 | $77K | Buy |
256
+31
| +14% | +$9.32K | 0.01% | 518 |
|
|
2022
Q2 | $72K | Sell |
225
-308
| -58% | -$98.6K | 0.01% | 547 |
|
|
2022
Q1 | $195K | Buy |
533
+308
| +137% | +$113K | 0.01% | 407 |
|
|
2021
Q4 | $97K | Sell |
225
-17
| -7% | -$7.33K | 0.01% | 530 |
|
|
2021
Q3 | $81K | Buy |
242
+16
| +7% | +$5.36K | 0.01% | 524 |
|
|
2021
Q2 | $73K | Sell |
226
-9
| -4% | -$2.91K | 0.01% | 501 |
|
|
2021
Q1 | $78K | Buy |
235
+10
| +4% | +$3.32K | 0.01% | 481 |
|
|
2020
Q4 | $58K | Hold |
225
| – | – | 0.01% | 492 |
|
|
2020
Q3 | $44K | Hold |
225
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $44K | Hold |
225
| – | – | 0.01% | 444 |
|
|
2020
Q1 | $32K | Buy |
+225
| New | +$32K | ﹤0.01% | 455 |
|