IFWM
Institute for Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Hold |
2,380
| – | – | 0.24% | 91 |
|
|
2025
Q1 | $1.62M | Hold |
2,380
| – | – | 0.21% | 111 |
|
|
2024
Q4 | $1.5M | Hold |
2,380
| – | – | 0.19% | 109 |
|
|
2024
Q3 | $1.84M | Sell |
2,380
-20
| -0.8% | -$15.5K | 0.23% | 96 |
|
|
2024
Q2 | $1.98M | Sell |
2,400
-28
| -1% | -$23.1K | 0.27% | 80 |
|
|
2024
Q1 | $1.7M | Hold |
2,428
| – | – | 0.22% | 97 |
|
|
2023
Q4 | $1.41M | Sell |
2,428
-53
| -2% | -$30.8K | 0.23% | 107 |
|
|
2023
Q3 | $1.14M | Hold |
2,481
| – | – | 0.21% | 122 |
|
|
2023
Q2 | $1.2M | Sell |
2,481
-14
| -0.6% | -$6.79K | 0.2% | 116 |
|
|
2023
Q1 | $996K | Sell |
2,495
-35
| -1% | -$14K | 0.19% | 135 |
|
|
2022
Q4 | $954K | Sell |
2,530
-326
| -11% | -$123K | 0.2% | 138 |
|
|
2022
Q3 | $864K | Hold |
2,856
| – | – | 0.19% | 141 |
|
|
2022
Q2 | $911K | Hold |
2,856
| – | – | 0.18% | 148 |
|
|
2022
Q1 | $1.05M | Hold |
2,856
| – | – | 0.17% | 150 |
|
|
2021
Q4 | $1.23M | Buy |
2,856
+1,369
| +92% | +$589K | 0.2% | 131 |
|
|
2021
Q3 | $497K | Hold |
1,487
| – | – | 0.09% | 277 |
|
|
2021
Q2 | $482K | Hold |
1,487
| – | – | 0.08% | 278 |
|
|
2021
Q1 | $491K | Sell |
1,487
-150
| -9% | -$49.5K | 0.09% | 267 |
|
|
2020
Q4 | $424K | Hold |
1,637
| – | – | 0.08% | 281 |
|
|
2020
Q3 | $317K | Buy |
1,637
+13
| +0.8% | +$2.52K | 0.07% | 303 |
|
|
2020
Q2 | $316K | Hold |
1,624
| – | – | 0.08% | 314 |
|
|
2020
Q1 | $233K | Sell |
1,624
-153
| -9% | -$22K | 0.07% | 332 |
|
|
2019
Q4 | $317K | Buy |
1,777
+16
| +0.9% | +$2.85K | 0.07% | 334 |
|
|
2019
Q3 | $281K | Buy |
+1,761
| New | +$281K | 0.07% | 335 |
|
|
2019
Q2 | – | Sell |
-1,899
| Closed | -$227K | – | 483 |
|
|
2019
Q1 | $227K | Buy |
+1,899
| New | +$227K | 0.05% | 391 |
|
|
2018
Q1 | – | Sell |
-1,899
| Closed | -$200K | – | 333 |
|
|
2017
Q4 | $200K | Buy |
+1,899
| New | +$200K | 0.05% | 363 |
|