FWM
FSA Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Hold |
68
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $46.2K | Hold |
68
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $42.8K | Hold |
68
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $52.7K | Buy |
+68
| New | +$52.7K | 0.02% | 158 |
|
|
2024
Q1 | $47.5K | Hold |
68
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $40K | Buy |
+68
| New | +$40K | 0.02% | 161 |
|
|
2021
Q1 | – | Sell |
-55
| Closed | -$14K | – | 149 |
|
|
2020
Q4 | $14K | Buy |
+55
| New | +$14K | 0.01% | 236 |
|
|
2020
Q3 | – | Sell |
-55
| Closed | -$11K | – | 210 |
|
|
2020
Q2 | $11K | Hold |
55
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $8K | Hold |
55
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $10K | Buy |
+55
| New | +$10K | 0.01% | 307 |
|