Fiduciary Alliance’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
1,898
-22
| -1% | -$19.7K | 0.13% | 159 |
|
|
2025
Q1 | $1.31M | Buy |
1,920
+31
| +2% | +$21.1K | 0.13% | 147 |
|
|
2024
Q4 | $1.19M | Buy |
+1,889
| New | +$1.19M | 0.12% | 150 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$970 | – | 594 |
|
|
2023
Q2 | $970 | Buy |
+2
| New | +$970 | ﹤0.01% | 864 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$754 | – | 525 |
|
|
2022
Q4 | $754 | Buy |
+2
| New | +$754 | ﹤0.01% | 817 |
|