Heritage Wealth Management (Arizona)’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.42M | Sell |
2,934
-488
| -14% | -$402K | 1.34% | 12 |
|
|
2024
Q1 | $2.39M | Sell |
3,422
-874
| -20% | -$610K | 1.22% | 15 |
|
|
2023
Q4 | $2.5M | Buy |
+4,296
| New | +$2.5M | 1.35% | 12 |
|
|
2022
Q4 | $5.69M | Buy |
15,104
+8,160
| +118% | +$3.08M | 0.81% | 20 |
|
|
2022
Q3 | $2.1M | Buy |
6,944
+381
| +6% | +$115K | 0.68% | 27 |
|
|
2022
Q2 | $2.09M | Sell |
6,563
-19
| -0.3% | -$6.06K | 0.7% | 28 |
|
|
2022
Q1 | $2.41M | Buy |
+6,582
| New | +$2.41M | 0.65% | 28 |
|
|
2021
Q3 | $1.62M | Buy |
4,841
+735
| +18% | +$246K | 0.58% | 33 |
|
|
2021
Q2 | $1.33M | Buy |
4,106
+257
| +7% | +$83.3K | 0.5% | 40 |
|
|
2021
Q1 | $1.27M | Buy |
+3,849
| New | +$1.27M | 0.72% | 31 |
|