Heritage Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $2K | Buy |
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