EWA
Encompass Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
1,001
-2
| -0.2% | -$1.79K | 0.33% | 45 |
|
|
2025
Q1 | $682K | Hold |
1,003
| – | – | 0.28% | 50 |
|
|
2024
Q4 | $632K | Buy |
1,003
+3
| +0.3% | +$1.89K | 0.26% | 51 |
|
|
2024
Q3 | $774K | Hold |
1,000
| – | – | 0.19% | 107 |
|
|
2024
Q2 | $825K | Hold |
1,000
| – | – | 0.22% | 92 |
|
|
2024
Q1 | $699K | Hold |
1,000
| – | – | 0.19% | 113 |
|
|
2023
Q4 | $581K | Hold |
1,000
| – | – | 0.17% | 110 |
|
|
2023
Q3 | $459K | Hold |
1,000
| – | – | 0.15% | 122 |
|
|
2023
Q2 | $485K | Hold |
1,000
| – | – | 0.16% | 118 |
|
|
2023
Q1 | $399K | Hold |
1,000
| – | – | 0.14% | 133 |
|
|
2022
Q4 | $377K | Hold |
1,000
| – | – | 0.14% | 129 |
|
|
2022
Q3 | $303K | Hold |
1,000
| – | – | 0.12% | 147 |
|
|
2022
Q2 | $319K | Hold |
1,000
| – | – | 0.11% | 147 |
|
|
2022
Q1 | $366K | Hold |
1,000
| – | – | 0.09% | 154 |
|
|
2021
Q4 | $430K | Hold |
1,000
| – | – | 0.1% | 144 |
|
|
2021
Q3 | $334K | Hold |
1,000
| – | – | 0.09% | 169 |
|
|
2021
Q2 | $324K | Hold |
1,000
| – | – | 0.08% | 178 |
|
|
2021
Q1 | $307K | Hold |
1,000
| – | – | 0.08% | 181 |
|
|
2020
Q4 | $259K | Buy |
+1,000
| New | +$259K | 0.15% | 91 |
|