EWM
Evercore Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
710
-32
| -4% | -$28.7K | 0.01% | 257 |
|
|
2025
Q1 | $504K | Sell |
742
-10
| -1% | -$6.8K | 0.01% | 271 |
|
|
2024
Q4 | $474K | Hold |
752
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $582K | Sell |
752
-8
| -1% | -$6.2K | 0.01% | 259 |
|
|
2024
Q2 | $627K | Sell |
760
-57
| -7% | -$47K | 0.01% | 259 |
|
|
2024
Q1 | $571K | Hold |
817
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $475K | Sell |
817
-11
| -1% | -$6.39K | 0.01% | 289 |
|
|
2023
Q3 | $380K | Hold |
828
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $402K | Hold |
828
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $331K | Hold |
828
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $312K | Buy |
828
+24
| +3% | +$9.05K | 0.01% | 317 |
|
|
2022
Q3 | $243K | Hold |
804
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $257K | Hold |
804
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $294K | Sell |
804
-2
| -0.2% | -$731 | 0.01% | 356 |
|
|
2021
Q4 | $347K | Hold |
806
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $270K | Sell |
806
-9
| -1% | -$3.02K | ﹤0.01% | 380 |
|
|
2021
Q2 | $264K | Sell |
815
-16
| -2% | -$5.18K | ﹤0.01% | 385 |
|
|
2021
Q1 | $275K | Sell |
831
-9
| -1% | -$2.98K | 0.01% | 377 |
|
|
2020
Q4 | $217K | Buy |
+840
| New | +$217K | ﹤0.01% | 399 |
|
|
2018
Q1 | – | Sell |
-5,694
| Closed | -$598K | – | 589 |
|
|
2017
Q4 | $598K | Sell |
5,694
-36
| -0.6% | -$3.78K | 0.02% | 238 |
|
|
2017
Q3 | $607K | Hold |
5,730
| – | – | 0.02% | 230 |
|
|
2017
Q2 | $524K | Hold |
5,730
| – | – | 0.02% | 248 |
|
|
2017
Q1 | $545K | Buy |
5,730
+4,673
| +442% | +$444K | 0.02% | 251 |
|
|
2016
Q4 | $83K | Buy |
+1,057
| New | +$83K | ﹤0.01% | 529 |
|
|
2016
Q2 | – | Sell |
-1,250
| Closed | -$91K | – | 1030 |
|
|
2016
Q1 | $91K | Sell |
1,250
-916
| -42% | -$66.7K | ﹤0.01% | 469 |
|
|
2015
Q4 | $150K | Buy |
2,166
+634
| +41% | +$43.9K | 0.01% | 425 |
|
|
2015
Q3 | $77K | Buy |
1,532
+57
| +4% | +$2.87K | ﹤0.01% | 525 |
|
|
2015
Q2 | $83K | Sell |
1,475
-663
| -31% | -$37.3K | ﹤0.01% | 551 |
|
|
2015
Q1 | $125K | Buy |
2,138
+40
| +2% | +$2.34K | 0.01% | 495 |
|
|
2014
Q4 | $148K | Sell |
2,098
-300
| -13% | -$21.2K | 0.01% | 405 |
|
|
2014
Q3 | $189K | Buy |
2,398
+150
| +7% | +$11.8K | 0.01% | 405 |
|
|
2014
Q2 | $163K | Sell |
2,248
-1,427
| -39% | -$103K | 0.01% | 423 |
|
|
2014
Q1 | $257K | Sell |
3,675
-4,300
| -54% | -$301K | 0.01% | 340 |
|
|
2013
Q4 | $512K | Sell |
7,975
-63,984
| -89% | -$4.11M | 0.03% | 258 |
|
|
2013
Q3 | $4.38M | Buy |
71,959
+5,384
| +8% | +$328K | 0.25% | 104 |
|
|
2013
Q2 | $3.71M | Buy |
+66,575
| New | +$3.71M | 0.21% | 116 |
|