Concord Wealth Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $99K | Buy |
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|
2022
Q4 | $72.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $54K | Sell |
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|
2021
Q2 | $85K | Sell |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $3K | Buy |
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