JWCA
J.W. Coons Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Hold |
10,882
| – | – | 2.21% | 5 |
|
|
2025
Q1 | $7.4M | Buy |
10,882
+100
| +0.9% | +$68K | 1.95% | 6 |
|
|
2024
Q4 | $6.79M | Sell |
10,782
-75
| -0.7% | -$47.3K | 1.75% | 6 |
|
|
2024
Q3 | $8.41M | Hold |
10,857
| – | – | 2.1% | 5 |
|
|
2024
Q2 | $8.95M | Sell |
10,857
-13
| -0.1% | -$10.7K | 2.16% | 5 |
|
|
2024
Q1 | $7.59M | Hold |
10,870
| – | – | 1.72% | 5 |
|
|
2023
Q4 | $6.32M | Hold |
10,870
| – | – | 1.71% | 5 |
|
|
2023
Q3 | $4.99M | Sell |
10,870
-210
| -2% | -$96.3K | 1.44% | 7 |
|
|
2023
Q2 | $5.37M | Hold |
11,080
| – | – | 1.47% | 7 |
|
|
2023
Q1 | $4.42M | Hold |
11,080
| – | – | 1.27% | 14 |
|
|
2022
Q4 | $4.18M | Sell |
11,080
-140
| -1% | -$52.8K | 1.25% | 16 |
|
|
2022
Q3 | $3.4M | Hold |
11,220
| – | – | 1.28% | 14 |
|
|
2022
Q2 | $3.58M | Hold |
11,220
| – | – | 1.27% | 14 |
|
|
2022
Q1 | $4.11M | Buy |
11,220
+1,500
| +15% | +$549K | 1.22% | 14 |
|
|
2021
Q4 | $4.18M | Sell |
9,720
-100
| -1% | -$43K | 1.26% | 12 |
|
|
2021
Q3 | $3.29M | Hold |
9,820
| – | – | 1.13% | 15 |
|
|
2021
Q2 | $3.18M | Hold |
9,820
| – | – | 1.13% | 19 |
|
|
2021
Q1 | $3.24M | Sell |
9,820
-20
| -0.2% | -$6.61K | 1.16% | 20 |
|
|
2020
Q4 | $2.55M | Hold |
9,840
| – | – | 0.97% | 26 |
|
|
2020
Q3 | $1.91M | Hold |
9,840
| – | – | 0.79% | 37 |
|
|
2020
Q2 | $1.91M | Sell |
9,840
-100
| -1% | -$19.4K | 0.85% | 35 |
|
|
2020
Q1 | $1.43M | Buy |
+9,940
| New | +$1.43M | 0.75% | 41 |
|