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