J.P. Morgan Private Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36.8M | Buy |
+80,335
| New | +$36.8M | 0.11% | 196 |
|
|
2023
Q2 | – | Sell |
-46,475
| Closed | -$18.6M | – | 1706 |
|
|
2023
Q1 | $18.6M | Sell |
46,475
-5,282
| -10% | -$2.11M | 0.04% | 318 |
|
|
2022
Q4 | $19.5M | Buy |
51,757
+2,169
| +4% | +$818K | 0.04% | 309 |
|
|
2022
Q3 | $15M | Sell |
49,588
-32,603
| -40% | -$9.87M | 0.04% | 325 |
|
|
2022
Q2 | $26.2M | Sell |
82,191
-19,712
| -19% | -$6.29M | 0.07% | 252 |
|
|
2022
Q1 | $37.3M | Buy |
101,903
+3,887
| +4% | +$1.42M | 0.08% | 237 |
|
|
2021
Q4 | $42.2M | Buy |
98,016
+18,605
| +23% | +$8M | 0.09% | 208 |
|
|
2021
Q3 | $26.6M | Buy |
79,411
+6,692
| +9% | +$2.24M | 0.07% | 265 |
|
|
2021
Q2 | $23.6M | Buy |
72,719
+8,634
| +13% | +$2.8M | 0.06% | 279 |
|
|
2021
Q1 | $21.2M | Sell |
64,085
-12,686
| -17% | -$4.19M | 0.07% | 261 |
|
|
2020
Q4 | $19.9M | Buy |
76,771
+26,835
| +54% | +$6.95M | 0.06% | 255 |
|
|
2020
Q3 | $9.68M | Buy |
49,936
+29,072
| +139% | +$5.63M | 0.04% | 332 |
|
|
2020
Q2 | $4.06M | Buy |
20,864
+2,366
| +13% | +$460K | 0.02% | 409 |
|
|
2020
Q1 | $2.66M | Buy |
18,498
+2,381
| +15% | +$342K | 0.02% | 474 |
|
|
2019
Q4 | $2.87M | Buy |
16,117
+1,093
| +7% | +$195K | 0.01% | 541 |
|
|
2019
Q3 | $2.4M | Buy |
15,024
+2,550
| +20% | +$407K | 0.01% | 554 |
|
|
2019
Q2 | $1.47M | Buy |
12,474
+3,084
| +33% | +$364K | 0.01% | 658 |
|
|
2019
Q1 | $1.12M | Sell |
9,390
-112
| -1% | -$13.4K | 0.01% | 756 |
|
|
2018
Q4 | $850K | Sell |
9,502
-42
| -0.4% | -$3.76K | 0.01% | 803 |
|
|
2018
Q3 | $971K | Sell |
9,544
-264
| -3% | -$26.9K | ﹤0.01% | 836 |
|
|
2018
Q2 | $1.01M | Sell |
9,808
-668
| -6% | -$68.5K | 0.01% | 777 |
|
|
2018
Q1 | $1.14M | Sell |
10,476
-476
| -4% | -$51.9K | 0.01% | 616 |
|
|
2017
Q4 | $1.15M | Buy |
10,952
+1,602
| +17% | +$168K | 0.01% | 624 |
|
|
2017
Q3 | $991K | Buy |
9,350
+953
| +11% | +$101K | 0.01% | 636 |
|
|
2017
Q2 | $769K | Sell |
8,397
-892
| -10% | -$81.7K | 0.01% | 688 |
|
|
2017
Q1 | $883K | Sell |
9,289
-26
| -0.3% | -$2.47K | 0.01% | 670 |
|
|
2016
Q4 | $733K | Buy |
9,315
+791
| +9% | +$62.2K | 0.01% | 690 |
|
|
2016
Q3 | $595K | Buy |
8,524
+33
| +0.4% | +$2.3K | 0.01% | 730 |
|
|
2016
Q2 | $622K | Buy |
8,491
+964
| +13% | +$70.6K | 0.01% | 714 |
|
|
2016
Q1 | $548K | Sell |
7,527
-339
| -4% | -$24.7K | 0.01% | 726 |
|
|
2015
Q4 | $546K | Buy |
7,866
+2,568
| +48% | +$178K | 0.01% | 668 |
|
|
2015
Q3 | $265K | Sell |
5,298
-1,510
| -22% | -$75.5K | ﹤0.01% | 831 |
|
|
2015
Q2 | $383K | Sell |
6,808
-1,575
| -19% | -$88.6K | ﹤0.01% | 764 |
|
|
2015
Q1 | $489K | Sell |
8,383
-1,554
| -16% | -$90.6K | 0.01% | 733 |
|
|
2014
Q4 | $699K | Buy |
9,937
+1,690
| +20% | +$119K | 0.01% | 616 |
|
|
2014
Q3 | $650K | Buy |
8,247
+879
| +12% | +$69.3K | 0.01% | 623 |
|
|
2014
Q2 | $535K | Sell |
7,368
-105
| -1% | -$7.62K | 0.01% | 544 |
|
|
2014
Q1 | $517K | Buy |
7,473
+1,676
| +29% | +$116K | 0.01% | 555 |
|
|
2013
Q4 | $374K | Buy |
5,797
+166
| +3% | +$10.7K | 0.01% | 505 |
|
|
2013
Q3 | $343K | Hold |
5,631
| – | – | 0.01% | 493 |
|
|
2013
Q2 | $314K | Buy |
+5,631
| New | +$314K | 0.01% | 490 |
|