Ferguson Wellman Capital Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-629
| Closed | -$251K | – | 366 |
|
2023
Q1 | $251K | Buy |
629
+1
| +0.2% | +$399 | 0.01% | 322 |
|
2022
Q4 | $237K | Buy |
+628
| New | +$237K | 0.01% | 315 |
|
2022
Q3 | – | Sell |
-628
| Closed | -$200K | – | 301 |
|
2022
Q2 | $200K | Sell |
628
-3
| -0.5% | -$955 | 0.01% | 299 |
|
2022
Q1 | $231K | Buy |
631
+3
| +0.5% | +$1.1K | 0.01% | 313 |
|
2021
Q4 | $270K | Hold |
628
| – | – | 0.01% | 297 |
|
2021
Q3 | $210K | Hold |
628
| – | – | 0.01% | 328 |
|
2021
Q2 | $204K | Hold |
628
| – | – | 0.01% | 336 |
|
2021
Q1 | $207K | Buy |
+628
| New | +$207K | 0.01% | 314 |
|