FMWA
Forvis Mazars Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Sell |
8,389
-110
| -1% | -$98.5K | 0.16% | 70 |
|
|
2025
Q1 | $5.78M | Buy |
8,499
+538
| +7% | +$366K | 0.14% | 78 |
|
|
2024
Q4 | $5.02M | Sell |
7,961
-197
| -2% | -$124K | 0.12% | 89 |
|
|
2024
Q3 | $6.32M | Sell |
8,158
-185
| -2% | -$143K | 0.15% | 81 |
|
|
2024
Q2 | $6.88M | Buy |
8,343
+286
| +4% | +$236K | 0.17% | 75 |
|
|
2024
Q1 | $5.63M | Sell |
8,057
-366
| -4% | -$256K | 0.14% | 82 |
|
|
2023
Q4 | $4.9M | Sell |
8,423
-294
| -3% | -$171K | 0.14% | 85 |
|
|
2023
Q3 | $4M | Sell |
8,717
-5,661
| -39% | -$2.6M | 0.12% | 97 |
|
|
2023
Q2 | $6.97M | Buy |
14,378
+4,606
| +47% | +$2.23M | 0.2% | 76 |
|
|
2023
Q1 | $3.9M | Sell |
9,772
-139
| -1% | -$55.5K | 0.13% | 100 |
|
|
2022
Q4 | $3.74M | Buy |
9,911
+113
| +1% | +$42.6K | 0.13% | 100 |
|
|
2022
Q3 | $2.97M | Buy |
9,798
+810
| +9% | +$245K | 0.12% | 106 |
|
|
2022
Q2 | $2.87M | Buy |
8,988
+706
| +9% | +$225K | 0.12% | 99 |
|
|
2022
Q1 | $3.03M | Buy |
8,282
+1,169
| +16% | +$428K | 0.13% | 86 |
|
|
2021
Q4 | $3.06M | Buy |
7,113
+131
| +2% | +$56.3K | 0.13% | 81 |
|
|
2021
Q3 | $2.34M | Buy |
6,982
+1
| +0% | +$335 | 0.11% | 86 |
|
|
2021
Q2 | $2.26M | Buy |
6,981
+674
| +11% | +$218K | 0.11% | 87 |
|
|
2021
Q1 | $2.08M | Sell |
6,307
-338
| -5% | -$112K | 0.1% | 91 |
|
|
2020
Q4 | $1.72M | Buy |
6,645
+1,861
| +39% | +$482K | 0.09% | 108 |
|
|
2020
Q3 | $927K | Buy |
+4,784
| New | +$927K | 0.05% | 143 |
|