Heritage Wealth Advisors’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 | $112K | Hold |
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2025
Q1 | $85K | Hold |
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|
2024
Q4 | $78.8K | Hold |
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|
2024
Q3 | $96.8K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $87.3K | Hold |
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|
2023
Q4 | $72.7K | Hold |
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|
2023
Q3 | $57.3K | Hold |
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|
2023
Q2 | $60.6K | Hold |
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|
2023
Q1 | $49.9K | Hold |
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|
2022
Q4 | $47.1K | Hold |
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|
2022
Q3 | $37.8K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $891 | Buy |
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