HWMO
Heritage Wealth Management (Ohio)’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
1,728
-240
| -12% | -$215K | 0.5% | 53 |
|
|
2025
Q1 | $1.34M | Sell |
1,968
-215
| -10% | -$146K | 0.46% | 55 |
|
|
2024
Q4 | $1.38M | Sell |
2,183
-40
| -2% | -$25.2K | 0.46% | 55 |
|
|
2024
Q3 | $1.72M | Sell |
2,223
-40
| -2% | -$31K | 0.56% | 38 |
|
|
2024
Q2 | $1.94M | Buy |
+2,263
| New | +$1.94M | 0.65% | 34 |
|