EWS
Evergreen Wealth Solutions’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
741
-78
| -10% | -$69.9K | 0.4% | 48 |
|
|
2025
Q1 | $557K | Sell |
819
-248
| -23% | -$169K | 0.38% | 48 |
|
|
2024
Q4 | $672K | Buy |
1,067
+39
| +4% | +$24.6K | 0.47% | 42 |
|
|
2024
Q3 | $796K | Sell |
1,028
-219
| -18% | -$170K | 0.54% | 31 |
|
|
2024
Q2 | $1.03M | Sell |
1,247
-201
| -14% | -$166K | 0.73% | 26 |
|
|
2024
Q1 | $1.01M | Sell |
1,448
-226
| -14% | -$158K | 0.75% | 29 |
|
|
2023
Q4 | $973K | Sell |
1,674
-81
| -5% | -$47.1K | 0.83% | 32 |
|
|
2023
Q3 | $805K | Sell |
1,755
-111
| -6% | -$50.9K | 0.81% | 35 |
|
|
2023
Q2 | $905K | Buy |
1,866
+108
| +6% | +$52.4K | 0.91% | 35 |
|
|
2023
Q1 | $702K | Buy |
1,758
+50
| +3% | +$20K | 0.81% | 39 |
|
|
2022
Q4 | $644K | Sell |
1,708
-193
| -10% | -$72.8K | 0.85% | 39 |
|
|
2022
Q3 | $575K | Sell |
1,901
-214
| -10% | -$64.7K | 0.82% | 37 |
|
|
2022
Q2 | $675K | Buy |
2,115
+156
| +8% | +$49.8K | 0.83% | 40 |
|
|
2022
Q1 | $717K | Sell |
1,959
-56
| -3% | -$20.5K | 0.7% | 33 |
|
|
2021
Q4 | $867K | Buy |
+2,015
| New | +$867K | 0.79% | 37 |
|