JWA
JFS Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
2,948
-5
| -0.2% | -$4.48K | 0.17% | 78 |
|
|
2025
Q1 | $2.01M | Sell |
2,953
-8
| -0.3% | -$5.44K | 0.14% | 93 |
|
|
2024
Q4 | $1.87M | Hold |
2,961
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $2.29M | Sell |
2,961
-6
| -0.2% | -$4.65K | 0.15% | 87 |
|
|
2024
Q2 | $2.45M | Sell |
2,967
-1
| -0% | -$825 | 0.19% | 71 |
|
|
2024
Q1 | $2.07M | Buy |
2,968
+7
| +0.2% | +$4.89K | 0.16% | 78 |
|
|
2023
Q4 | $1.72M | Buy |
2,961
+66
| +2% | +$38.4K | 0.15% | 85 |
|
|
2023
Q3 | $1.33M | Hold |
2,895
| – | – | 0.13% | 97 |
|
|
2023
Q2 | $1.4M | Hold |
2,895
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $1.16M | Sell |
2,895
-2
| -0.1% | -$798 | 0.11% | 105 |
|
|
2022
Q4 | $1.09M | Sell |
2,897
-2
| -0.1% | -$754 | 0.11% | 105 |
|
|
2022
Q3 | $877K | Sell |
2,899
-34
| -1% | -$10.3K | 0.1% | 111 |
|
|
2022
Q2 | $936K | Buy |
2,933
+4
| +0.1% | +$1.28K | 0.1% | 107 |
|
|
2022
Q1 | $1.07M | Sell |
2,929
-11
| -0.4% | -$4.03K | 0.1% | 111 |
|
|
2021
Q4 | $1.27M | Sell |
2,940
-5
| -0.2% | -$2.15K | 0.12% | 106 |
|
|
2021
Q3 | $985K | Buy |
2,945
+145
| +5% | +$48.5K | 0.1% | 114 |
|
|
2021
Q2 | $908K | Hold |
2,800
| – | – | 0.14% | 92 |
|
|
2021
Q1 | $925K | Hold |
2,800
| – | – | 0.19% | 77 |
|
|
2020
Q4 | $725K | Hold |
2,800
| – | – | 0.15% | 82 |
|
|
2020
Q3 | $542K | Hold |
2,800
| – | – | 0.13% | 88 |
|
|
2020
Q2 | $545K | Hold |
2,800
| – | – | 0.14% | 89 |
|
|
2020
Q1 | $402K | Hold |
2,800
| – | – | 0.12% | 92 |
|
|
2019
Q4 | $499K | Sell |
2,800
-19
| -0.7% | -$3.39K | 0.12% | 90 |
|
|
2019
Q3 | $449K | Buy |
2,819
+19
| +0.7% | +$3.03K | 0.11% | 96 |
|
|
2019
Q2 | $331K | Hold |
2,800
| – | – | 0.08% | 114 |
|
|
2019
Q1 | $334K | Hold |
2,800
| – | – | 0.09% | 109 |
|
|
2018
Q4 | $251K | Hold |
2,800
| – | – | 0.07% | 122 |
|
|
2018
Q3 | $285K | Hold |
2,800
| – | – | 0.07% | 122 |
|
|
2018
Q2 | $287K | Hold |
2,800
| – | – | 0.08% | 114 |
|
|
2018
Q1 | $305K | Hold |
2,800
| – | – | 0.08% | 115 |
|
|
2017
Q4 | $294K | Hold |
2,800
| – | – | 0.07% | 114 |
|
|
2017
Q3 | $297K | Hold |
2,800
| – | – | 0.08% | 108 |
|
|
2017
Q2 | $256K | Hold |
2,800
| – | – | 0.07% | 106 |
|
|
2017
Q1 | $220K | Hold |
2,800
| – | – | 0.06% | 119 |
|
|
2016
Q4 | $220K | Hold |
2,800
| – | – | 0.06% | 119 |
|
|
2016
Q3 | $195K | Hold |
2,800
| – | – | 0.06% | 129 |
|
|
2016
Q2 | $205K | Hold |
2,800
| – | – | 0.06% | 154 |
|
|
2016
Q1 | $204K | Hold |
2,800
| – | – | 0.06% | 130 |
|
|
2015
Q4 | $194K | Hold |
2,800
| – | – | 0.06% | 136 |
|
|
2015
Q3 | $140K | Hold |
2,800
| – | – | 0.06% | 133 |
|
|
2015
Q2 | $157K | Hold |
2,800
| – | – | 0.08% | 105 |
|
|
2015
Q1 | $163K | Sell |
2,800
-18
| -0.6% | -$1.05K | 0.08% | 101 |
|
|
2014
Q4 | $198K | Hold |
2,818
| – | – | 0.03% | 88 |
|
|
2014
Q3 | $222K | Sell |
2,818
-3
| -0.1% | -$236 | 0.04% | 70 |
|
|
2014
Q2 | $205K | Buy |
+2,821
| New | +$205K | 0.04% | 85 |
|