Great Valley Advisor Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
1,901
-60
| -3% | -$53.8K | 0.04% | 346 |
|
|
2025
Q1 | $1.33M | Sell |
1,961
-57
| -3% | -$38.8K | 0.03% | 386 |
|
|
2024
Q4 | $1.27M | Buy |
2,018
+7
| +0.3% | +$4.41K | 0.03% | 392 |
|
|
2024
Q3 | $1.56M | Sell |
2,011
-5
| -0.2% | -$3.87K | 0.04% | 345 |
|
|
2024
Q2 | $1.66M | Sell |
2,016
-52
| -3% | -$42.9K | 0.05% | 301 |
|
|
2024
Q1 | $1.44M | Sell |
2,068
-5,402
| -72% | -$3.77M | 0.04% | 316 |
|
|
2023
Q4 | $4.34M | Sell |
7,470
-2,094
| -22% | -$1.22M | 0.15% | 155 |
|
|
2023
Q3 | $4.39M | Buy |
9,564
+3,214
| +51% | +$1.47M | 0.18% | 137 |
|
|
2023
Q2 | $3.08M | Buy |
6,350
+1,331
| +27% | +$646K | 0.13% | 168 |
|
|
2023
Q1 | $2M | Buy |
5,019
+335
| +7% | +$134K | 0.09% | 210 |
|
|
2022
Q4 | $1.77M | Buy |
4,684
+100
| +2% | +$37.7K | 0.09% | 231 |
|
|
2022
Q3 | $1.39M | Buy |
4,584
+2,036
| +80% | +$616K | 0.08% | 252 |
|
|
2022
Q2 | $813K | Buy |
2,548
+2,042
| +404% | +$652K | 0.04% | 337 |
|
|
2022
Q1 | $214K | Buy |
+506
| New | +$214K | 0.01% | 554 |
|
|
2021
Q1 | – | Sell |
-769
| Closed | -$200K | – | 518 |
|
|
2020
Q4 | $200K | Buy |
+769
| New | +$200K | 0.02% | 449 |
|
|
2020
Q3 | – | Sell |
-1,180
| Closed | -$230K | – | 442 |
|
|
2020
Q2 | $230K | Buy |
+1,180
| New | +$230K | 0.04% | 362 |
|