JWM
Jackson Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
21,818
-159
| -0.7% | -$142K | 2.13% | 10 |
|
|
2025
Q1 | $14.9M | Sell |
21,977
-214
| -1% | -$145K | 1.81% | 13 |
|
|
2024
Q4 | $14M | Sell |
22,191
-102
| -0.5% | -$64.3K | 1.59% | 15 |
|
|
2024
Q3 | $17.3M | Buy |
22,293
+9,543
| +75% | +$7.39M | 2.06% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
12,750
-9,846
| -44% | -$8.12M | 2.25% | 7 |
|
|
2024
Q1 | $15.8M | Buy |
22,596
+553
| +3% | +$386K | 1.97% | 8 |
|
|
2023
Q4 | $12.8M | Buy |
22,043
+45
| +0.2% | +$26.2K | 1.69% | 11 |
|
|
2023
Q3 | $10.1M | Buy |
21,998
+107
| +0.5% | +$49.1K | 1.44% | 12 |
|
|
2023
Q2 | $10.6M | Buy |
+21,891
| New | +$10.6M | 1.56% | 14 |
|
|
2023
Q1 | – | Sell |
-17,787
| Closed | -$6.71M | – | 155 |
|
|
2022
Q4 | $6.71M | Sell |
17,787
-12,474
| -41% | -$4.7M | 2.46% | 6 |
|
|
2022
Q3 | $9.16M | Buy |
30,261
+17,874
| +144% | +$5.41M | 1.8% | 14 |
|
|
2022
Q2 | $3.95M | Sell |
12,387
-22,261
| -64% | -$7.1M | 1.83% | 14 |
|
|
2022
Q1 | $12.7M | Sell |
34,648
-10,680
| -24% | -$3.91M | 1.76% | 16 |
|
|
2021
Q4 | $19.5M | Buy |
45,328
+57
| +0.1% | +$24.5K | 2.47% | 9 |
|
|
2021
Q3 | $199K | Sell |
45,271
-23,891
| -35% | -$105K | 2.41% | 8 |
|
|
2021
Q2 | $22.4M | Buy |
69,162
+11,717
| +20% | +$3.8M | 2.84% | 10 |
|
|
2021
Q1 | $19M | Buy |
57,445
+21,021
| +58% | +$6.95M | 2.85% | 8 |
|
|
2020
Q4 | $9.43M | Buy |
36,424
+1,592
| +5% | +$412K | 1.29% | 16 |
|
|
2020
Q3 | $6.75M | Buy |
34,832
+13,001
| +60% | +$2.52M | 1.01% | 24 |
|
|
2020
Q2 | $4.25M | Buy |
21,831
+1,328
| +6% | +$258K | 0.75% | 32 |
|
|
2020
Q1 | $3.46M | Buy |
+20,503
| New | +$3.46M | 0.72% | 32 |
|