Heritage Wealth Management (Arizona)’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.42M Sell
2024
Q1
$2.39M Sell
2023
Q4
$2.5M Buy
2022
Q4
$5.69M Buy
2022
Q3
$2.1M Buy
2022
Q2
$2.09M Sell
2022
Q1
$2.41M Buy
2021
Q3
$1.62M Buy
2021
Q2
$1.33M Buy
2021
Q1
$1.27M Buy