EP Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Buy |
7,666
+193
| +3% | +$173K | 0.05% | 228 |
|
|
2025
Q1 | $5.08M | Buy |
7,473
+67
| +0.9% | +$45.5K | 0.04% | 220 |
|
|
2024
Q4 | $4.67M | Sell |
7,406
-39
| -0.5% | -$24.6K | 0.04% | 229 |
|
|
2024
Q3 | $5.77M | Buy |
7,445
+273
| +4% | +$211K | 0.05% | 205 |
|
|
2024
Q2 | $5.91M | Buy |
7,172
+58
| +0.8% | +$47.8K | 0.06% | 169 |
|
|
2024
Q1 | $4.97M | Sell |
7,114
-136
| -2% | -$95K | 0.06% | 172 |
|
|
2023
Q4 | $4.21M | Sell |
7,250
-279
| -4% | -$162K | 0.05% | 182 |
|
|
2023
Q3 | $3.45M | Sell |
7,529
-7,109
| -49% | -$3.26M | 0.05% | 185 |
|
|
2023
Q2 | $3.77M | Buy |
14,638
+10,623
| +265% | +$2.73M | 0.05% | 177 |
|
|
2023
Q1 | $211K | Sell |
4,015
-3,981
| -50% | -$209K | ﹤0.01% | 563 |
|
|
2022
Q4 | $3.01M | Buy |
+7,996
| New | +$3.01M | 0.05% | 178 |
|
|
2022
Q3 | – | Sell |
-8,523
| Closed | -$2.72M | – | 493 |
|
|
2022
Q2 | $2.72M | Buy |
8,523
+3
| +0% | +$957 | 0.06% | 166 |
|
|
2022
Q1 | $3.12M | Sell |
8,520
-272
| -3% | -$99.6K | 0.07% | 156 |
|
|
2021
Q4 | $3.78M | Sell |
8,792
-659
| -7% | -$283K | 0.09% | 128 |
|
|
2021
Q3 | $3.16M | Sell |
9,451
-5,161
| -35% | -$1.73M | 0.09% | 128 |
|
|
2021
Q2 | $4.74M | Sell |
14,612
-2,875
| -16% | -$932K | 0.13% | 105 |
|
|
2021
Q1 | $5.78M | Buy |
+17,487
| New | +$5.78M | 0.18% | 86 |
|