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CSM Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
302
+6
| +2% | +$5.36K | 0.01% | 365 |
|
|
2025
Q1 | $200K | Buy |
+296
| New | +$200K | 0.01% | 124 |
|
|
2024
Q3 | – | Sell |
-280
| Closed | -$230K | – | 129 |
|
|
2024
Q2 | $230K | Sell |
280
-10
| -3% | -$8.21K | 0.02% | 124 |
|
|
2024
Q1 | $201K | Buy |
+290
| New | +$201K | 0.01% | 134 |
|