Creative Planning’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
42,359
+78
| +0.2% | +$69.9K | 0.03% | 219 |
|
|
2025
Q1 | $28.7M | Buy |
42,281
+1,860
| +5% | +$1.26M | 0.03% | 246 |
|
|
2024
Q4 | $25.5M | Buy |
40,421
+650
| +2% | +$410K | 0.02% | 247 |
|
|
2024
Q3 | $29.8M | Buy |
39,771
+4,219
| +12% | +$3.16M | 0.03% | 211 |
|
|
2024
Q2 | $29.3M | Buy |
35,552
+16,507
| +87% | +$13.6M | 0.03% | 204 |
|
|
2024
Q1 | $13.3M | Buy |
19,045
+1,296
| +7% | +$905K | 0.01% | 340 |
|
|
2023
Q4 | $10.3M | Buy |
17,749
+1,569
| +10% | +$912K | 0.02% | 371 |
|
|
2023
Q3 | $7.42M | Buy |
16,180
+1,861
| +13% | +$854K | 0.01% | 425 |
|
|
2023
Q2 | $6.94M | Sell |
14,319
-5,757
| -29% | -$2.79M | 0.01% | 431 |
|
|
2023
Q1 | $8.01M | Sell |
20,076
-369
| -2% | -$147K | 0.01% | 383 |
|
|
2022
Q4 | $7.71M | Buy |
20,445
+25
| +0.1% | +$9.43K | 0.01% | 390 |
|
|
2022
Q3 | $6.18M | Sell |
20,420
-479
| -2% | -$145K | 0.01% | 397 |
|
|
2022
Q2 | $6.67M | Buy |
20,899
+5,514
| +36% | +$1.76M | 0.01% | 393 |
|
|
2022
Q1 | $5.63M | Buy |
15,385
+1,558
| +11% | +$570K | 0.01% | 426 |
|
|
2021
Q4 | $5.95M | Buy |
13,827
+678
| +5% | +$292K | 0.01% | 383 |
|
|
2021
Q3 | $4.4M | Sell |
13,149
-356
| -3% | -$119K | 0.01% | 448 |
|
|
2021
Q2 | $4.38M | Sell |
13,505
-2,737
| -17% | -$887K | 0.01% | 444 |
|
|
2021
Q1 | $5.37M | Buy |
16,242
+455
| +3% | +$150K | 0.01% | 401 |
|
|
2020
Q4 | $4.09M | Buy |
15,787
+826
| +6% | +$214K | 0.01% | 413 |
|
|
2020
Q3 | $2.9M | Sell |
14,961
-2,165
| -13% | -$420K | 0.01% | 440 |
|
|
2020
Q2 | $3.33M | Sell |
17,126
-1,397
| -8% | -$272K | 0.01% | 345 |
|
|
2020
Q1 | $2.66M | Sell |
18,523
-803
| -4% | -$115K | 0.01% | 355 |
|
|
2019
Q4 | $3.44M | Buy |
19,326
+7,921
| +69% | +$1.41M | 0.01% | 367 |
|
|
2019
Q3 | $1.82M | Buy |
11,405
+166
| +1% | +$26.5K | 0.01% | 520 |
|
|
2019
Q2 | $1.33M | Buy |
11,239
+2,107
| +23% | +$249K | ﹤0.01% | 643 |
|
|
2019
Q1 | $1.09M | Buy |
9,132
+165
| +2% | +$19.7K | ﹤0.01% | 699 |
|
|
2018
Q4 | $802K | Sell |
8,967
-430
| -5% | -$38.5K | ﹤0.01% | 753 |
|
|
2018
Q3 | $956K | Buy |
9,397
+12
| +0.1% | +$1.22K | ﹤0.01% | 781 |
|
|
2018
Q2 | $962K | Buy |
9,385
+3,951
| +73% | +$405K | ﹤0.01% | 760 |
|
|
2018
Q1 | $592K | Buy |
5,434
+125
| +2% | +$13.6K | ﹤0.01% | 989 |
|
|
2017
Q4 | $558K | Buy |
5,309
+659
| +14% | +$69.3K | ﹤0.01% | 1008 |
|
|
2017
Q3 | $493K | Buy |
4,650
+94
| +2% | +$9.97K | ﹤0.01% | 1058 |
|
|
2017
Q2 | $417K | Buy |
4,556
+176
| +4% | +$16.1K | ﹤0.01% | 1096 |
|
|
2017
Q1 | $416K | Buy |
4,380
+996
| +29% | +$94.6K | ﹤0.01% | 1087 |
|
|
2016
Q4 | $266K | Buy |
3,384
+41
| +1% | +$3.22K | ﹤0.01% | 1246 |
|
|
2016
Q3 | $233K | Buy |
3,343
+276
| +9% | +$19.2K | ﹤0.01% | 1311 |
|
|
2016
Q2 | $225K | Sell |
3,067
-24
| -0.8% | -$1.76K | ﹤0.01% | 1193 |
|
|
2016
Q1 | $225K | Sell |
3,091
-474
| -13% | -$34.5K | ﹤0.01% | 1148 |
|
|
2015
Q4 | $247K | Buy |
3,565
+274
| +8% | +$19K | ﹤0.01% | 1077 |
|
|
2015
Q3 | $165K | Buy |
+3,291
| New | +$165K | ﹤0.01% | 1295 |
|
|
2015
Q2 | – | Sell |
-2,867
| Closed | -$167K | – | 2014 |
|
|
2015
Q1 | $167K | Sell |
2,867
-95
| -3% | -$5.53K | ﹤0.01% | 1277 |
|
|
2014
Q4 | $208K | Buy |
2,962
+465
| +19% | +$32.7K | ﹤0.01% | 1112 |
|
|
2014
Q3 | $197K | Sell |
2,497
-13,857
| -85% | -$1.09M | ﹤0.01% | 1059 |
|
|
2014
Q2 | $1.19M | Buy |
16,354
+13,593
| +492% | +$987K | 0.02% | 340 |
|
|
2014
Q1 | $191K | Buy |
2,761
+853
| +45% | +$59K | ﹤0.01% | 1020 |
|
|
2013
Q4 | $123K | Hold |
1,908
| – | – | ﹤0.01% | 1083 |
|
|
2013
Q3 | $116K | Hold |
1,908
| – | – | ﹤0.01% | 1032 |
|
|
2013
Q2 | $106K | Buy |
+1,908
| New | +$106K | ﹤0.01% | 954 |
|