Journey Strategic Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
2,139
+83
| +4% | +$74.3K | 0.06% | 98 |
|
|
2025
Q1 | $1.4M | Buy |
2,056
+974
| +90% | +$662K | 0.05% | 98 |
|
|
2024
Q4 | $682K | Buy |
1,082
+469
| +77% | +$296K | 0.03% | 172 |
|
|
2024
Q3 | $475K | Buy |
613
+32
| +6% | +$24.8K | 0.02% | 224 |
|
|
2024
Q2 | $479K | Buy |
581
+123
| +27% | +$101K | 0.02% | 163 |
|
|
2024
Q1 | $320K | Sell |
458
-10
| -2% | -$6.99K | 0.01% | 176 |
|
|
2023
Q4 | $272K | Sell |
468
-26
| -5% | -$15.1K | 0.01% | 153 |
|
|
2023
Q3 | $227K | Sell |
494
-140
| -22% | -$64.2K | 0.01% | 152 |
|
|
2023
Q2 | $308K | Sell |
634
-238
| -27% | -$115K | 0.01% | 122 |
|
|
2023
Q1 | $348K | Buy |
872
+53
| +6% | +$21.2K | 0.04% | 133 |
|
|
2022
Q4 | $309K | Sell |
819
-50
| -6% | -$18.9K | 0.04% | 137 |
|
|
2022
Q3 | $263K | Buy |
+869
| New | +$263K | 0.04% | 118 |
|
|
2022
Q2 | – | Sell |
-836
| Closed | -$306K | – | 168 |
|
|
2022
Q1 | $306K | Buy |
836
+9
| +1% | +$3.29K | 0.03% | 94 |
|
|
2021
Q4 | $356K | Buy |
+827
| New | +$356K | 0.04% | 105 |
|