Concurrent Investment Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
1,910
+409
| +27% | +$366K | 0.03% | 465 |
|
|
2025
Q1 | $1.02M | Buy |
1,501
+179
| +14% | +$122K | 0.02% | 539 |
|
|
2024
Q4 | $833K | Buy |
1,322
+10
| +0.8% | +$6.3K | 0.02% | 529 |
|
|
2024
Q3 | $1.02M | Buy |
1,312
+265
| +25% | +$205K | 0.03% | 452 |
|
|
2024
Q2 | $863K | Buy |
1,047
+158
| +18% | +$130K | 0.03% | 459 |
|
|
2024
Q1 | $621K | Buy |
889
+193
| +28% | +$135K | 0.03% | 483 |
|
|
2023
Q4 | $404K | Buy |
+696
| New | +$404K | 0.02% | 546 |
|