Integrated Wealth Concepts’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
843
-765
| -48% | -$685K | 0.01% | 1060 |
|
|
2025
Q1 | $1.09M | Buy |
1,608
+507
| +46% | +$345K | 0.01% | 788 |
|
|
2024
Q4 | $694K | Buy |
1,101
+94
| +9% | +$59.3K | 0.01% | 980 |
|
|
2024
Q3 | $780K | Sell |
1,007
-852
| -46% | -$660K | 0.01% | 903 |
|
|
2024
Q2 | $1.53M | Buy |
1,859
+719
| +63% | +$593K | 0.02% | 596 |
|
|
2024
Q1 | $796K | Buy |
1,140
+229
| +25% | +$160K | 0.01% | 853 |
|
|
2023
Q4 | $530K | Buy |
911
+43
| +5% | +$25K | 0.01% | 976 |
|
|
2023
Q3 | $398K | Buy |
868
+15
| +2% | +$6.88K | 0.01% | 1084 |
|
|
2023
Q2 | $414K | Buy |
+853
| New | +$414K | 0.01% | 1077 |
|