Cornerstone Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
359
| – | – | 0.02% | 496 |
|
|
2025
Q1 | $244K | Hold |
359
| – | – | 0.02% | 524 |
|
|
2024
Q4 | $226K | Sell |
359
-35
| -9% | -$22.1K | 0.02% | 529 |
|
|
2024
Q3 | $305K | Hold |
394
| – | – | 0.02% | 456 |
|
|
2024
Q2 | $325K | Sell |
394
-2
| -0.5% | -$1.65K | 0.03% | 425 |
|
|
2024
Q1 | $277K | Hold |
396
| – | – | 0.02% | 439 |
|
|
2023
Q4 | $230K | Buy |
+396
| New | +$230K | 0.02% | 472 |
|
|
2022
Q1 | – | Sell |
-541
| Closed | -$232K | – | 500 |
|
|
2021
Q4 | $232K | Buy |
+541
| New | +$232K | 0.02% | 454 |
|
|
2018
Q4 | – | Sell |
-23,076
| Closed | -$222K | – | 773 |
|
|
2018
Q3 | $222K | Sell |
23,076
-47,236
| -67% | -$454K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $678K | Buy |
70,312
+64,003
| +1,014% | +$617K | 0.01% | 904 |
|
|
2018
Q1 | $661K | Buy |
+6,309
| New | +$661K | 0.13% | 161 |
|