Corient Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Sell |
32,384
-322
| -1% | -$288K | 0.03% | 360 |
|
|
2025
Q1 | $22.2M | Buy |
32,706
+1,132
| +4% | +$770K | 0.04% | 370 |
|
|
2024
Q4 | $19.9M | Sell |
31,574
-4,439
| -12% | -$2.8M | 0.03% | 396 |
|
|
2024
Q3 | $27.9M | Buy |
36,013
+2,936
| +9% | +$2.27M | 0.04% | 345 |
|
|
2024
Q2 | $27.3M | Sell |
33,077
-2,988
| -8% | -$2.46M | 0.05% | 327 |
|
|
2024
Q1 | $25.2M | Sell |
36,065
-3,983
| -10% | -$2.78M | 0.04% | 345 |
|
|
2023
Q4 | $23.3M | Buy |
40,048
+3,347
| +9% | +$1.95M | 0.04% | 355 |
|
|
2023
Q3 | $16.8M | Buy |
36,701
+693
| +2% | +$318K | 0.04% | 381 |
|
|
2023
Q2 | $17.5M | Sell |
36,008
-5,123
| -12% | -$2.48M | 0.04% | 373 |
|
|
2023
Q1 | $16.4M | Buy |
41,131
+6,918
| +20% | +$2.76M | 0.04% | 350 |
|
|
2022
Q4 | $12.9M | Buy |
+34,213
| New | +$12.9M | 0.05% | 330 |
|