FSA
Fort Sheridan Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
1,128
| – | – | 0.14% | 104 |
|
|
2025
Q1 | $767K | Sell |
1,128
-26
| -2% | -$17.7K | 0.12% | 122 |
|
|
2024
Q4 | $727K | Hold |
1,154
| – | – | 0.11% | 125 |
|
|
2024
Q3 | $894K | Hold |
1,154
| – | – | 0.14% | 106 |
|
|
2024
Q2 | $952K | Hold |
1,154
| – | – | 0.15% | 92 |
|
|
2024
Q1 | $806K | Buy |
1,154
+132
| +13% | +$92.2K | 0.15% | 95 |
|
|
2023
Q4 | $594K | Sell |
1,022
-7
| -0.7% | -$4.07K | 0.12% | 111 |
|
|
2023
Q3 | $472K | Hold |
1,029
| – | – | 0.11% | 120 |
|
|
2023
Q2 | $499K | Sell |
1,029
-34
| -3% | -$16.5K | 0.11% | 117 |
|
|
2023
Q1 | $424K | Buy |
1,063
+26
| +3% | +$10.4K | 0.11% | 123 |
|
|
2022
Q4 | $391K | Hold |
1,037
| – | – | 0.13% | 119 |
|
|
2022
Q3 | $314K | Buy |
1,037
+94
| +10% | +$28.5K | 0.11% | 130 |
|
|
2022
Q2 | $301K | Hold |
943
| – | – | 0.1% | 135 |
|
|
2022
Q1 | $345K | Hold |
943
| – | – | 0.1% | 130 |
|
|
2021
Q4 | $406K | Hold |
943
| – | – | 0.12% | 123 |
|
|
2021
Q3 | $315K | Buy |
943
+57
| +6% | +$19K | 0.1% | 136 |
|
|
2021
Q2 | $287K | Hold |
886
| – | – | 0.1% | 139 |
|
|
2021
Q1 | $293K | Buy |
+886
| New | +$293K | 0.12% | 115 |
|