Joel Isaacson & Co’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Hold |
591
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $401K | Sell |
591
-33
| -5% | -$22.4K | 0.02% | 268 |
|
|
2024
Q4 | $393K | Buy |
624
+102
| +20% | +$64.3K | 0.02% | 260 |
|
|
2024
Q3 | $404K | Sell |
522
-500
| -49% | -$387K | 0.02% | 250 |
|
|
2024
Q2 | $843K | Sell |
1,022
-1
| -0.1% | -$825 | 0.04% | 148 |
|
|
2024
Q1 | $715K | Buy |
1,023
+287
| +39% | +$200K | 0.04% | 163 |
|
|
2023
Q4 | $428K | Buy |
736
+1
| +0.1% | +$581 | 0.03% | 210 |
|
|
2023
Q3 | $337K | Hold |
735
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $356K | Buy |
+735
| New | +$356K | 0.02% | 232 |
|