Envestnet Portfolio Solutions’s KLA KLAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.42M Sell
7,162
-1,954
-21% -$1.75M 0.02% 305
2025
Q1
$6.2M Sell
9,116
-2,987
-25% -$2.03M 0.02% 316
2024
Q4
$7.63M Buy
12,103
+3,306
+38% +$2.08M 0.02% 307
2024
Q3
$6.81M Buy
8,797
+466
+6% +$361K 0.02% 327
2024
Q2
$6.87M Sell
8,331
-401
-5% -$331K 0.02% 302
2024
Q1
$6.1M Buy
8,732
+1,976
+29% +$1.38M 0.02% 332
2023
Q4
$3.93M Sell
6,756
-25
-0.4% -$14.5K 0.02% 397
2023
Q3
$3.11M Buy
+6,781
New +$3.11M 0.01% 422