CreativeOne 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 | $2.31M | Buy |
2,582
+189
| +8% | +$169K | 0.06% | 306 |
|
2025
Q1 | $1.63M | Sell |
2,393
-201
| -8% | -$137K | 0.05% | 347 |
|
2024
Q4 | $1.63M | Sell |
2,594
-116
| -4% | -$73.1K | 0.05% | 332 |
|
2024
Q3 | $2.1M | Buy |
2,710
+844
| +45% | +$654K | 0.07% | 254 |
|
2024
Q2 | $1.54M | Sell |
1,866
-654
| -26% | -$539K | 0.08% | 232 |
|
2024
Q1 | $1.76M | Buy |
2,520
+1,374
| +120% | +$960K | 0.07% | 252 |
|
2023
Q4 | $667K | Buy |
+1,146
| New | +$667K | 0.04% | 314 |
|
2023
Q3 | – | Sell |
-842
| Closed | -$408K | – | 715 |
|
2023
Q2 | $408K | Buy |
842
+98
| +13% | +$47.5K | 0.02% | 552 |
|
2023
Q1 | $297K | Sell |
744
-58
| -7% | -$23.2K | 0.01% | 642 |
|
2022
Q4 | $302K | Buy |
+802
| New | +$302K | 0.02% | 568 |
|
2022
Q2 | – | Sell |
-1,195
| Closed | -$437K | – | 764 |
|
2022
Q1 | $437K | Buy |
1,195
+32
| +3% | +$11.7K | 0.02% | 464 |
|
2021
Q4 | $500K | Buy |
1,163
+295
| +34% | +$127K | 0.02% | 454 |
|
2021
Q3 | $290K | Buy |
868
+222
| +34% | +$74.2K | 0.02% | 564 |
|
2021
Q2 | $209K | Buy |
+646
| New | +$209K | 0.01% | 638 |
|