EP 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 | $6.87M | Buy |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $4.67M | Sell |
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|
2024
Q3 | $5.77M | Buy |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $4.97M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $3.78M | Sell |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $4.74M | Sell |
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|
2021
Q1 | $5.78M | Buy |
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