Elk River Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
644
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $438K | Sell |
644
-5
| -0.8% | -$3.4K | 0.08% | 70 |
|
|
2024
Q4 | $409K | Hold |
649
| – | – | 0.07% | 76 |
|
|
2024
Q3 | $503K | Hold |
649
| – | – | 0.09% | 71 |
|
|
2024
Q2 | $535K | Hold |
649
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $453K | Hold |
649
| – | – | 0.09% | 71 |
|
|
2023
Q4 | $377K | Hold |
649
| – | – | 0.07% | 89 |
|
|
2023
Q3 | $298K | Hold |
649
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $315K | Hold |
649
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $259K | Hold |
649
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $245K | Buy |
+649
| New | +$245K | 0.06% | 98 |
|
|
2022
Q3 | – | Sell |
-649
| Closed | -$207K | – | 102 |
|
|
2022
Q2 | $207K | Hold |
649
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $238K | Hold |
649
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $279K | Hold |
649
| – | – | 0.06% | 107 |
|
|
2021
Q3 | $217K | Hold |
649
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $210K | Hold |
649
| – | – | 0.05% | 118 |
|
|
2021
Q1 | $214K | Buy |
+649
| New | +$214K | 0.06% | 117 |
|