FWM
FFT Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-557
| Closed | -$351K | – | 148 |
|
|
2024
Q4 | $351K | Buy |
557
+257
| +86% | +$162K | 0.03% | 121 |
|
|
2024
Q3 | $233K | Buy |
+300
| New | +$233K | 0.02% | 159 |
|
|
2021
Q4 | – | Sell |
-880
| Closed | -$294K | – | 78 |
|
|
2021
Q3 | $294K | Buy |
880
+13
| +1% | +$4.34K | 0.03% | 70 |
|
|
2021
Q2 | $281K | Buy |
+867
| New | +$281K | 0.06% | 46 |
|