Everhart Financial Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $370K | Sell |
413
-6
| -1% | -$5.37K | 0.04% | 268 |
|
2025
Q1 | $285K | Buy |
419
+50
| +14% | +$34K | 0.04% | 282 |
|
2024
Q4 | $233K | Buy |
369
+35
| +10% | +$22.1K | 0.05% | 287 |
|
2024
Q3 | $259K | Buy |
334
+4
| +1% | +$3.1K | 0.06% | 279 |
|
2024
Q2 | $272K | Buy |
+330
| New | +$272K | 0.07% | 236 |
|