Exencial 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
Q3 | $8.16M | Buy |
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|
2025
Q2 | $6.77M | Sell |
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|
2025
Q1 | $8.97M | Buy |
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|
2024
Q4 | $8.15M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $6.99M | Sell |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $18.3M | Buy |
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|
2022
Q3 | $14.6M | Sell |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $9.01M | Buy |
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|
2021
Q2 | $8.43M | Buy |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $8.74M | Buy |
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