Jackson Grant Investment Advisers’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1K | Hold |
66
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $44.9K | Hold |
66
| – | – | 0.02% | 186 |
|
|
2024
Q4 | $41.6K | Hold |
66
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $51.1K | Hold |
66
| – | – | 0.02% | 179 |
|
|
2024
Q2 | $54.4K | Hold |
66
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $46.1K | Hold |
66
| – | – | 0.02% | 185 |
|
|
2023
Q4 | $38.4K | Hold |
66
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $30.3K | Hold |
66
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $32K | Hold |
66
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $26.3K | Hold |
66
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $24.9K | Hold |
66
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $20K | Hold |
66
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $21K | Hold |
66
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $24K | Hold |
66
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $28K | Hold |
66
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $22K | Hold |
66
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $21K | Buy |
66
+7
| +12% | +$2.23K | 0.01% | 290 |
|
|
2021
Q1 | $19K | Buy |
+59
| New | +$19K | 0.01% | 294 |
|