CWP
Concord Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
1,600
-59
| -4% | -$52.9K | 0.21% | 106 |
|
|
2025
Q1 | $1.13M | Sell |
1,659
-289
| -15% | -$196K | 0.19% | 109 |
|
|
2024
Q4 | $1.23M | Buy |
1,948
+603
| +45% | +$380K | 0.2% | 92 |
|
|
2024
Q3 | $1.04M | Buy |
1,345
+85
| +7% | +$65.8K | 0.17% | 95 |
|
|
2024
Q2 | $1.04M | Buy |
1,260
+132
| +12% | +$109K | 0.18% | 99 |
|
|
2024
Q1 | $788K | Buy |
1,128
+360
| +47% | +$252K | 0.14% | 112 |
|
|
2023
Q4 | $446K | Buy |
768
+284
| +59% | +$165K | 0.09% | 137 |
|
|
2023
Q3 | $222K | Sell |
484
-10
| -2% | -$4.59K | 0.05% | 189 |
|
|
2023
Q2 | $240K | Buy |
494
+246
| +99% | +$119K | 0.05% | 180 |
|
|
2023
Q1 | $99K | Buy |
248
+55
| +28% | +$22K | 0.03% | 252 |
|
|
2022
Q4 | $72.8K | Buy |
+193
| New | +$72.8K | 0.02% | 301 |
|
|
2022
Q3 | – | Sell |
-291
| Closed | -$93K | – | 679 |
|
|
2022
Q2 | $93K | Sell |
291
-66
| -18% | -$21.1K | 0.03% | 270 |
|
|
2022
Q1 | $131K | Buy |
357
+50
| +16% | +$18.3K | 0.03% | 255 |
|
|
2021
Q4 | $132K | Buy |
307
+145
| +90% | +$62.3K | 0.03% | 261 |
|
|
2021
Q3 | $54K | Sell |
162
-100
| -38% | -$33.3K | 0.02% | 203 |
|
|
2021
Q2 | $85K | Sell |
262
-33
| -11% | -$10.7K | 0.02% | 263 |
|
|
2021
Q1 | $97K | Buy |
295
+283
| +2,358% | +$93.1K | 0.03% | 223 |
|
|
2020
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 472 |
|