Equitable Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
3,664
+613
| +20% | +$549K | 0.16% | 113 |
|
|
2025
Q1 | $2.07M | Buy |
3,051
+1,943
| +175% | +$1.32M | 0.11% | 149 |
|
|
2024
Q4 | $698K | Sell |
1,108
-11
| -1% | -$6.93K | 0.04% | 268 |
|
|
2024
Q3 | $867K | Buy |
1,119
+95
| +9% | +$73.6K | 0.06% | 228 |
|
|
2024
Q2 | $844K | Buy |
1,024
+309
| +43% | +$255K | 0.06% | 221 |
|
|
2024
Q1 | $499K | Buy |
715
+213
| +42% | +$149K | 0.03% | 303 |
|
|
2023
Q4 | $292K | Hold |
502
| – | – | 0.02% | 357 |
|
|
2023
Q3 | $230K | Buy |
502
+49
| +11% | +$22.5K | 0.02% | 377 |
|
|
2023
Q2 | $220K | Buy |
+453
| New | +$220K | 0.02% | 380 |
|