EWM
Empirical Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
925
-17
| -2% | -$15.2K | 0.02% | 333 |
|
|
2025
Q1 | $640K | Sell |
942
-69
| -7% | -$46.9K | 0.02% | 359 |
|
|
2024
Q4 | $637K | Sell |
1,011
-235
| -19% | -$148K | 0.02% | 345 |
|
|
2024
Q3 | $965K | Sell |
1,246
-204
| -14% | -$158K | 0.03% | 267 |
|
|
2024
Q2 | $1.2M | Buy |
1,450
+45
| +3% | +$37.1K | 0.04% | 239 |
|
|
2024
Q1 | $981K | Sell |
1,405
-2,303
| -62% | -$1.61M | 0.03% | 259 |
|
|
2023
Q4 | $2.16M | Buy |
3,708
+315
| +9% | +$183K | 0.07% | 156 |
|
|
2023
Q3 | $1.56M | Buy |
3,393
+265
| +8% | +$122K | 0.06% | 176 |
|
|
2023
Q2 | $1.52M | Buy |
3,128
+473
| +18% | +$229K | 0.06% | 180 |
|
|
2023
Q1 | $1.06M | Buy |
2,655
+214
| +9% | +$85.4K | 0.05% | 210 |
|
|
2022
Q4 | $920K | Buy |
2,441
+280
| +13% | +$106K | 0.04% | 220 |
|
|
2022
Q3 | $654K | Buy |
2,161
+444
| +26% | +$134K | 0.03% | 253 |
|
|
2022
Q2 | $548K | Buy |
1,717
+1,138
| +197% | +$363K | 0.03% | 281 |
|
|
2022
Q1 | $212K | Buy |
579
+68
| +13% | +$24.9K | 0.01% | 463 |
|
|
2021
Q4 | $220K | Buy |
+511
| New | +$220K | 0.01% | 483 |
|
|
2020
Q1 | – | Sell |
-1,215
| Closed | -$216K | – | 334 |
|
|
2019
Q4 | $216K | Buy |
+1,215
| New | +$216K | 0.02% | 297 |
|