EverSource Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $562K | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $877K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $192K | Sell |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $190K | Buy |
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|
2021
Q4 | $47K | Buy |
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