DWM
Dakota Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783M | Sell |
874,187
-3,830
| -0.4% | -$3.43M | 16.49% | 1 |
|
|
2025
Q1 | $597M | Sell |
878,017
-18,160
| -2% | -$12.3M | 13.96% | 1 |
|
|
2024
Q4 | $565M | Sell |
896,177
-1,378
| -0.2% | -$868K | 12.99% | 1 |
|
|
2024
Q3 | $695M | Buy |
897,555
+575
| +0.1% | +$445K | 15.71% | 1 |
|
|
2024
Q2 | $740M | Sell |
896,980
-1,140
| -0.1% | -$940K | 17.38% | 1 |
|
|
2024
Q1 | $627M | Buy |
+898,120
| New | +$627M | 15.58% | 1 |
|