JFS Wealth Advisors’s KLA KLAC Stock Holding History

JFS Wealth Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.64M	Sell
2025 Q1	$2.01M	Sell
2024 Q4	$1.87M	Hold
2024 Q3	$2.29M	Sell
2024 Q2	$2.45M	Sell
2024 Q1	$2.07M	Buy
2023 Q4	$1.72M	Buy
2023 Q3	$1.33M	Hold
2023 Q2	$1.4M	Hold
2023 Q1	$1.16M	Sell
2022 Q4	$1.09M	Sell
2022 Q3	$877K	Sell
2022 Q2	$936K	Buy
2022 Q1	$1.07M	Sell
2021 Q4	$1.26M	Sell
2021 Q3	$985K	Buy
2021 Q2	$908K	Hold
2021 Q1	$925K	Hold
2020 Q4	$725K	Hold
2020 Q3	$542K	Hold
2020 Q2	$545K	Hold
2020 Q1	$402K	Hold
2019 Q4	$499K	Sell
2019 Q3	$449K	Buy
2019 Q2	$331K	Hold
2019 Q1	$334K	Hold
2018 Q4	$251K	Hold
2018 Q3	$285K	Hold
2018 Q2	$287K	Hold
2018 Q1	$305K	Hold
2017 Q4	$294K	Hold
2017 Q3	$297K	Hold
2017 Q2	$256K	Hold
2017 Q1	$220K	Hold
2016 Q4	$220K	Hold
2016 Q3	$195K	Hold
2016 Q2	$205K	Hold
2016 Q1	$204K	Hold
2015 Q4	$194K	Hold
2015 Q3	$140K	Hold
2015 Q2	$157K	Hold
2015 Q1	$163K	Sell
2014 Q4	$198K	Hold
2014 Q3	$222K	Sell
2014 Q2	$205K	Buy