Focus Partners Wealth’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.1M Buy
82,683
+571
+0.7% +$511K 0.16% 133
2025
Q1
$55.8M Buy
82,112
+43,106
+111% +$29.3M 0.14% 151
2024
Q4
$24.6M Buy
39,006
+5,906
+18% +$3.72M 0.06% 278
2024
Q3
$25.6M Buy
33,100
+11,464
+53% +$8.88M 0.08% 247
2024
Q2
$17.8M Buy
21,636
+11,315
+110% +$9.33M 0.06% 266
2024
Q1
$7.21M Buy
10,321
+2,107
+26% +$1.47M 0.06% 254
2023
Q4
$4.78M Buy
+8,214
New +$4.78M 0.06% 237