FWA
FSM Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
241
-209
| -46% | -$191K | 0.04% | 261 |
|
|
2025
Q1 | $306K | Buy |
450
+79
| +21% | +$53.7K | 0.07% | 153 |
|
|
2024
Q4 | $277K | Buy |
371
+43
| +13% | +$32.1K | 0.07% | 141 |
|
|
2024
Q3 | $254K | Buy |
328
+38
| +13% | +$29.4K | 0.07% | 146 |
|
|
2024
Q2 | $239K | Sell |
290
-2
| -0.7% | -$1.65K | 0.08% | 134 |
|
|
2024
Q1 | $204K | Buy |
+292
| New | +$204K | 0.07% | 159 |
|