EverSource Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
1,257
+171
| +16% | +$153K | 0.05% | 247 |
|
|
2025
Q1 | $739K | Buy |
1,086
+194
| +22% | +$132K | 0.04% | 305 |
|
|
2024
Q4 | $562K | Sell |
892
-239
| -21% | -$151K | 0.03% | 349 |
|
|
2024
Q3 | $876K | Buy |
1,131
+65
| +6% | +$50.3K | 0.06% | 236 |
|
|
2024
Q2 | $877K | Buy |
1,066
+289
| +37% | +$238K | 0.06% | 230 |
|
|
2024
Q1 | $535K | Buy |
777
+74
| +11% | +$51K | 0.04% | 256 |
|
|
2023
Q4 | $409K | Buy |
703
+77
| +12% | +$44.8K | 0.04% | 277 |
|
|
2023
Q3 | $287K | Buy |
626
+74
| +13% | +$34K | 0.03% | 317 |
|
|
2023
Q2 | $268K | Sell |
552
-91
| -14% | -$44.1K | 0.03% | 339 |
|
|
2023
Q1 | $257K | Buy |
643
+33
| +5% | +$13.2K | 0.03% | 329 |
|
|
2022
Q4 | $230K | Sell |
610
-26
| -4% | -$9.81K | 0.03% | 329 |
|
|
2022
Q3 | $192K | Sell |
636
-49
| -7% | -$14.8K | 0.04% | 305 |
|
|
2022
Q2 | $218K | Buy |
685
+169
| +33% | +$53.8K | 0.06% | 246 |
|
|
2022
Q1 | $190K | Buy |
516
+407
| +373% | +$150K | 0.05% | 257 |
|
|
2021
Q4 | $47K | Buy |
+109
| New | +$47K | 0.01% | 438 |
|