CWAG
Compton Wealth Advisory Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
725
| – | – | 0.16% | 60 |
|
|
2025
Q1 | $493K | Sell |
725
-315
| -30% | -$214K | 0.14% | 65 |
|
|
2024
Q4 | $655K | Hold |
1,040
| – | – | 0.17% | 71 |
|
|
2024
Q3 | $805K | Hold |
1,040
| – | – | 0.2% | 66 |
|
|
2024
Q2 | $857K | Hold |
1,040
| – | – | 0.23% | 62 |
|
|
2024
Q1 | $727K | Hold |
1,040
| – | – | 0.2% | 65 |
|
|
2023
Q4 | $605K | Hold |
1,040
| – | – | 0.19% | 59 |
|
|
2023
Q3 | $477K | Hold |
1,040
| – | – | 0.16% | 66 |
|
|
2023
Q2 | $504K | Hold |
1,040
| – | – | 0.17% | 66 |
|
|
2023
Q1 | $415K | Sell |
1,040
-44
| -4% | -$17.6K | 0.14% | 72 |
|
|
2022
Q4 | $409K | Hold |
1,084
| – | – | 0.16% | 75 |
|
|
2022
Q3 | $328K | Sell |
1,084
-315
| -23% | -$95.3K | 0.14% | 76 |
|
|
2022
Q2 | $446K | Sell |
1,399
-410
| -23% | -$131K | 0.19% | 75 |
|
|
2022
Q1 | $662K | Buy |
+1,809
| New | +$662K | 0.26% | 69 |
|