GWM
Guardian Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-196
| Closed | -$133K | – | 139 |
|
|
2025
Q1 | $133K | Sell |
196
-15
| -7% | -$10.2K | 0.09% | 70 |
|
|
2024
Q4 | $133K | Buy |
211
+1
| +0.5% | +$629 | 0.09% | 75 |
|
|
2024
Q3 | $163K | Sell |
210
-1
| -0.5% | -$774 | 0.11% | 69 |
|
|
2024
Q2 | $174K | Sell |
211
-2
| -0.9% | -$1.65K | 0.13% | 66 |
|
|
2024
Q1 | $149K | Sell |
213
-13
| -6% | -$9.1K | 0.11% | 71 |
|
|
2023
Q4 | $131K | Buy |
226
+1
| +0.4% | +$581 | 0.11% | 73 |
|
|
2023
Q3 | $103K | Hold |
225
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $109K | Buy |
225
+1
| +0.4% | +$485 | 0.1% | 82 |
|
|
2023
Q1 | $89.5K | Sell |
224
-1
| -0.4% | -$400 | 0.09% | 88 |
|
|
2022
Q4 | $84.7K | Buy |
225
+1
| +0.4% | +$376 | 0.08% | 96 |
|
|
2022
Q3 | $68K | Hold |
224
| – | – | 0.08% | 93 |
|
|
2022
Q2 | $71K | Sell |
224
-1
| -0.4% | -$317 | 0.08% | 96 |
|
|
2022
Q1 | $83K | Hold |
225
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $97K | Buy |
+225
| New | +$97K | 0.09% | 90 |
|