Gladstone Institutional Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $445K | Buy |
497
+26
| +6% | +$23.3K | 0.02% | 525 |
|
2025
Q1 | $320K | Buy |
471
+94
| +25% | +$63.9K | 0.01% | 575 |
|
2024
Q4 | $238K | Buy |
377
+7
| +2% | +$4.41K | 0.01% | 639 |
|
2024
Q3 | $287K | Sell |
370
-1,053
| -74% | -$815K | 0.01% | 584 |
|
2024
Q2 | $1.17M | Sell |
1,423
-55
| -4% | -$45.3K | 0.06% | 287 |
|
2024
Q1 | $1.03M | Sell |
1,478
-132
| -8% | -$92.2K | 0.06% | 289 |
|
2023
Q4 | $936K | Buy |
+1,610
| New | +$936K | 0.05% | 298 |
|
2023
Q3 | – | Sell |
-959
| Closed | -$465K | – | 650 |
|
2023
Q2 | $465K | Sell |
959
-3,735
| -80% | -$1.81M | 0.03% | 409 |
|
2023
Q1 | $1.87M | Buy |
4,694
+1,214
| +35% | +$485K | 0.12% | 200 |
|
2022
Q4 | $1.31M | Sell |
3,480
-4,496
| -56% | -$1.7M | 0.09% | 244 |
|
2022
Q3 | $2.41M | Buy |
7,976
+3,684
| +86% | +$1.11M | 0.19% | 138 |
|
2022
Q2 | $1.37M | Buy |
4,292
+1,156
| +37% | +$369K | 0.11% | 218 |
|
2022
Q1 | $1.15M | Buy |
+3,136
| New | +$1.15M | 0.08% | 269 |
|