Institute for Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Hold |
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|
2025
Q2 | $2.13M | Hold |
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|
2025
Q1 | $1.62M | Hold |
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|
2024
Q4 | $1.5M | Hold |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $1.7M | Hold |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $954K | Sell |
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|
2022
Q3 | $864K | Hold |
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|
2022
Q2 | $911K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $497K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $424K | Hold |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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