GWM
Greenwich Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
392
+7
| +2% | +$6.27K | 0.02% | 200 |
|
|
2025
Q1 | $262K | Sell |
385
-123
| -24% | -$83.7K | 0.02% | 207 |
|
|
2024
Q4 | $320K | Sell |
508
-870
| -63% | -$548K | 0.02% | 196 |
|
|
2024
Q3 | $1.07M | Buy |
1,378
+996
| +261% | +$771K | 0.07% | 116 |
|
|
2024
Q2 | $315K | Sell |
382
-2,310
| -86% | -$1.9M | 0.02% | 189 |
|
|
2024
Q1 | $1.88M | Buy |
2,692
+2,253
| +513% | +$1.57M | 0.15% | 79 |
|
|
2023
Q4 | $255K | Sell |
439
-316
| -42% | -$184K | 0.03% | 194 |
|
|
2023
Q3 | $346K | Buy |
755
+280
| +59% | +$128K | 0.04% | 171 |
|
|
2023
Q2 | $230K | Buy |
+475
| New | +$230K | 0.02% | 198 |
|
|
2022
Q3 | – | Sell |
-703
| Closed | -$224K | – | 241 |
|
|
2022
Q2 | $224K | Buy |
703
+54
| +8% | +$17.2K | 0.03% | 209 |
|
|
2022
Q1 | $238K | Sell |
649
-31
| -5% | -$11.4K | 0.02% | 204 |
|
|
2021
Q4 | $292K | Sell |
680
-538
| -44% | -$231K | 0.02% | 195 |
|
|
2021
Q3 | $407K | Buy |
+1,218
| New | +$407K | 0.03% | 174 |
|
|
2014
Q4 | – | Sell |
-5,700
| Closed | -$449K | – | 173 |
|
|
2014
Q3 | $449K | Hold |
5,700
| – | – | 0.03% | 140 |
|
|
2014
Q2 | $414K | Sell |
5,700
-1,300
| -19% | -$94.4K | 0.03% | 132 |
|
|
2014
Q1 | $484K | Buy |
7,000
+225
| +3% | +$15.6K | 0.03% | 119 |
|
|
2013
Q4 | $437K | Sell |
6,775
-3,600
| -35% | -$232K | 0.04% | 124 |
|
|
2013
Q3 | $631K | Sell |
10,375
-375
| -3% | -$22.8K | 0.05% | 105 |
|
|
2013
Q2 | $599K | Buy |
+10,750
| New | +$599K | 0.04% | 103 |
|