Encompass Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
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|
2025
Q1 | $682K | Hold |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $774K | Hold |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $699K | Hold |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $259K | Buy |
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