Global Retirement Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
+1,480
| New | +$1.33M | 0.03% | 424 |
|
2024
Q4 | $338K | Sell |
536
-156
| -23% | -$98.3K | 0.01% | 756 |
|
2024
Q3 | $536K | Buy |
692
+141
| +26% | +$109K | 0.02% | 613 |
|
2024
Q2 | $454K | Buy |
551
+116
| +27% | +$95.6K | 0.01% | 635 |
|
2024
Q1 | $304K | Buy |
435
+19
| +5% | +$13.3K | 0.01% | 654 |
|
2023
Q4 | $236K | Sell |
416
-11
| -3% | -$6.24K | 0.01% | 693 |
|
2023
Q3 | $197K | Buy |
427
+23
| +6% | +$10.6K | 0.01% | 669 |
|
2023
Q2 | $196K | Sell |
404
-5
| -1% | -$2.43K | 0.01% | 705 |
|
2023
Q1 | $155K | Buy |
409
+209
| +105% | +$79K | 0.01% | 766 |
|
2022
Q4 | $75.3K | Buy |
200
+12
| +6% | +$4.52K | 0.01% | 920 |
|
2022
Q3 | $59K | Sell |
188
-3
| -2% | -$941 | ﹤0.01% | 955 |
|
2022
Q2 | $61K | Buy |
191
+8
| +4% | +$2.56K | ﹤0.01% | 919 |
|
2022
Q1 | $60K | Buy |
+183
| New | +$60K | ﹤0.01% | 923 |
|
2021
Q4 | – | Sell |
-39
| Closed | -$13K | – | 1094 |
|
2021
Q3 | $13K | Buy |
39
+24
| +160% | +$8K | ﹤0.01% | 1341 |
|
2021
Q2 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 1566 |
|
2019
Q3 | – | Sell |
-87
| Closed | -$10K | – | 1644 |
|
2019
Q2 | $10K | Sell |
87
-254
| -74% | -$29.2K | ﹤0.01% | 1105 |
|
2019
Q1 | $41K | Buy |
341
+197
| +137% | +$23.7K | 0.01% | 600 |
|
2018
Q4 | $13K | Sell |
144
-3
| -2% | -$271 | ﹤0.01% | 889 |
|
2018
Q3 | $15K | Buy |
147
+24
| +20% | +$2.45K | ﹤0.01% | 918 |
|
2018
Q2 | $13K | Hold |
123
| – | – | ﹤0.01% | 930 |
|
2018
Q1 | $13K | Sell |
123
-3
| -2% | -$317 | ﹤0.01% | 884 |
|
2017
Q4 | $13K | Hold |
126
| – | – | ﹤0.01% | 824 |
|
2017
Q3 | $13K | Hold |
126
| – | – | 0.01% | 744 |
|
2017
Q2 | $12K | Sell |
126
-44
| -26% | -$4.19K | 0.01% | 733 |
|
2017
Q1 | $16K | Buy |
170
+49
| +40% | +$4.61K | 0.01% | 611 |
|
2016
Q4 | $10K | Buy |
+121
| New | +$10K | 0.01% | 693 |
|