EWM
EPG Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
1,475
-62
| -4% | -$55.5K | 0.4% | 75 |
|
|
2025
Q1 | $1.05M | Buy |
1,537
+18
| +1% | +$12.2K | 0.29% | 98 |
|
|
2024
Q4 | $957K | Hold |
1,519
| – | – | 0.25% | 111 |
|
|
2024
Q3 | $1.18M | Buy |
+1,519
| New | +$1.18M | 0.3% | 95 |
|
|
2024
Q2 | – | Sell |
-1,706
| Closed | -$1.19M | – | 79 |
|
|
2024
Q1 | $1.19M | Buy |
1,706
+1
| +0.1% | +$699 | 0.29% | 90 |
|
|
2023
Q4 | $1.09M | Hold |
1,705
| – | – | 0.29% | 92 |
|
|
2023
Q3 | $782K | Sell |
1,705
-202
| -11% | -$92.6K | 0.24% | 108 |
|
|
2023
Q2 | $925K | Sell |
1,907
-4
| -0.2% | -$1.94K | 0.27% | 95 |
|
|
2023
Q1 | $763K | Buy |
1,911
+1,090
| +133% | +$435K | 0.24% | 99 |
|
|
2022
Q4 | $310K | Buy |
821
+83
| +11% | +$31.3K | 0.12% | 160 |
|
|
2022
Q3 | $223K | Buy |
+738
| New | +$223K | 0.09% | 192 |
|