CAG
Crestwood Advisors Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6M | Sell |
52,055
-660
| -1% | -$591K | 0.84% | 36 |
|
|
2025
Q1 | $35.8M | Sell |
52,715
-165
| -0.3% | -$112K | 0.68% | 42 |
|
|
2024
Q4 | $33.3M | Buy |
52,880
+1,224
| +2% | +$771K | 0.62% | 46 |
|
|
2024
Q3 | $40M | Sell |
51,656
-1,359
| -3% | -$1.05M | 0.76% | 43 |
|
|
2024
Q2 | $43.7M | Buy |
53,015
+3,115
| +6% | +$2.57M | 0.9% | 34 |
|
|
2024
Q1 | $34.9M | Buy |
49,900
+6,416
| +15% | +$4.48M | 0.76% | 41 |
|
|
2023
Q4 | $25.3M | Buy |
43,484
+14,251
| +49% | +$8.28M | 0.59% | 50 |
|
|
2023
Q3 | $13.4M | Buy |
+29,233
| New | +$13.4M | 0.35% | 70 |
|