GeoWealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
371
+7
| +2% | +$6.27K | 0.01% | 524 |
|
|
2025
Q1 | $247K | Sell |
364
-346
| -49% | -$235K | 0.01% | 602 |
|
|
2024
Q4 | $447K | Sell |
710
-172
| -20% | -$108K | 0.01% | 496 |
|
|
2024
Q3 | $683K | Sell |
882
-109
| -11% | -$84.4K | 0.02% | 399 |
|
|
2024
Q2 | $817K | Sell |
991
-2,431
| -71% | -$2M | 0.04% | 310 |
|
|
2024
Q1 | $2.39M | Buy |
3,422
+2,649
| +343% | +$1.85M | 0.09% | 156 |
|
|
2023
Q4 | $449K | Buy |
773
+567
| +275% | +$329K | 0.04% | 350 |
|
|
2023
Q3 | $95K | Buy |
206
+38
| +23% | +$17.5K | 0.01% | 335 |
|
|
2023
Q2 | $82K | Buy |
168
+24
| +17% | +$11.7K | 0.01% | 299 |
|
|
2023
Q1 | $57K | Buy |
+144
| New | +$57K | 0.01% | 283 |
|