Global Retirement Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.52M | Buy |
28,930
+17,940
| +163% | +$2.1M | 0.06% | 288 |
|
|
2025
Q3 | $1.19M | Sell |
10,990
-3,810
| -26% | -$355K | 0.03% | 500 |
|
|
2025
Q2 | $1.33M | Buy |
+14,800
| New | +$1.11M | 0.03% | 424 |
|
|
2024
Q4 | $338K | Sell |
5,360
-1,560
| -23% | -$105K | 0.01% | 756 |
|
|
2024
Q3 | $536K | Buy |
6,920
+1,410
| +26% | +$111K | 0.02% | 613 |
|
|
2024
Q2 | $454K | Buy |
5,510
+1,160
| +27% | +$85.7K | 0.01% | 635 |
|
|
2024
Q1 | $304K | Buy |
4,350
+190
| +5% | +$12.2K | 0.01% | 654 |
|
|
2023
Q4 | $236K | Sell |
4,160
-110
| -3% | -$5.72K | 0.01% | 693 |
|
|
2023
Q3 | $197K | Buy |
4,270
+230
| +6% | +$11K | 0.01% | 669 |
|
|
2023
Q2 | $196K | Sell |
4,040
-50
| -1% | -$2.09K | 0.01% | 705 |
|
|
2023
Q1 | $155K | Buy |
4,090
+2,090
| +105% | +$82.4K | 0.01% | 766 |
|
|
2022
Q4 | $75.3K | Buy |
2,000
+120
| +6% | +$4.18K | 0.01% | 920 |
|
|
2022
Q3 | $59K | Sell |
1,880
-30
| -2% | -$1.04K | ﹤0.01% | 955 |
|
|
2022
Q2 | $61K | Buy |
1,910
+80
| +4% | +$2.69K | ﹤0.01% | 919 |
|
|
2022
Q1 | $60K | Buy |
+1,830
| New | +$68.4K | ﹤0.01% | 923 |
|
|
2021
Q4 | – | Sell |
-390
| Closed | -$13K | – | 1094 |
|
|
2021
Q3 | $13K | Buy |
390
+240
| +160% | +$8.01K | ﹤0.01% | 1341 |
|
|
2021
Q2 | $5K | Buy |
+150
| New | +$4.81K | ﹤0.01% | 1569 |
|
|
2019
Q3 | – | Sell |
-870
| Closed | -$10K | – | 1644 |
|
|
2019
Q2 | $10K | Sell |
870
-2,540
| -74% | -$29.4K | ﹤0.01% | 1105 |
|
|
2019
Q1 | $41K | Buy |
3,410
+1,970
| +137% | +$21.2K | 0.01% | 600 |
|
|
2018
Q4 | $13K | Sell |
1,440
-30
| -2% | -$279 | ﹤0.01% | 889 |
|
|
2018
Q3 | $15K | Buy |
1,470
+240
| +20% | +$2.62K | ﹤0.01% | 918 |
|
|
2018
Q2 | $13K | Hold |
1,230
| – | – | ﹤0.01% | 930 |
|
|
2018
Q1 | $13K | Sell |
1,230
-30
| -2% | -$334 | ﹤0.01% | 884 |
|
|
2017
Q4 | $13K | Hold |
1,260
| – | – | ﹤0.01% | 824 |
|
|
2017
Q3 | $13K | Hold |
1,260
| – | – | 0.01% | 744 |
|
|
2017
Q2 | $12K | Sell |
1,260
-440
| -26% | -$4.39K | 0.01% | 733 |
|
|
2017
Q1 | $16K | Buy |
1,700
+490
| +40% | +$4.32K | 0.01% | 611 |
|
|
2016
Q4 | $10K | Buy |
+1,210
| New | +$9.24K | 0.01% | 693 |
|