Heritage Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
125
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $85K | Hold |
125
| – | – | ﹤0.01% | 258 |
|
|
2024
Q4 | $78.8K | Hold |
125
| – | – | ﹤0.01% | 275 |
|
|
2024
Q3 | $96.8K | Hold |
125
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $103K | Hold |
125
| – | – | ﹤0.01% | 250 |
|
|
2024
Q1 | $87.3K | Hold |
125
| – | – | ﹤0.01% | 272 |
|
|
2023
Q4 | $72.7K | Hold |
125
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $57.3K | Hold |
125
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $60.6K | Hold |
125
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $49.9K | Hold |
125
| – | – | ﹤0.01% | 323 |
|
|
2022
Q4 | $47.1K | Hold |
125
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $37.8K | Hold |
125
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $40K | Buy |
+125
| New | +$40K | ﹤0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$891 | – | 517 |
|
|
2019
Q4 | $891 | Buy |
+5
| New | +$891 | ﹤0.01% | 676 |
|