Herold 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 | $661K | Sell |
738
-306
| -29% | -$274K | 0.14% | 160 |
|
|
2025
Q1 | $710K | Sell |
1,044
-486
| -32% | -$330K | 0.16% | 147 |
|
|
2024
Q4 | $964K | Sell |
1,530
-139
| -8% | -$87.6K | 0.21% | 124 |
|
|
2024
Q3 | $1.29M | Sell |
1,669
-48
| -3% | -$37.2K | 0.28% | 103 |
|
|
2024
Q2 | $1.42M | Buy |
1,717
+49
| +3% | +$40.4K | 0.33% | 83 |
|
|
2024
Q1 | $1.17M | Buy |
+1,668
| New | +$1.17M | 0.28% | 103 |
|
|
2022
Q1 | – | Sell |
-4,770
| Closed | -$2.05M | – | 724 |
|
|
2021
Q4 | $2.05M | Hold |
4,770
| – | – | 0.8% | 36 |
|
|
2021
Q3 | $1.6M | Buy |
+4,770
| New | +$1.6M | 0.62% | 49 |
|