KWM
Keebeck Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Sell |
8,152
-135
| -2% | -$121K | 0.96% | 21 |
|
|
2025
Q1 | $5.63M | Sell |
8,287
-197
| -2% | -$134K | 0.83% | 31 |
|
|
2024
Q4 | $5.35M | Buy |
8,484
+119
| +1% | +$75K | 0.77% | 34 |
|
|
2024
Q3 | $6.48M | Sell |
8,365
-523
| -6% | -$405K | 0.94% | 24 |
|
|
2024
Q2 | $7.33M | Sell |
8,888
-765
| -8% | -$631K | 1.07% | 20 |
|
|
2024
Q1 | $6.74M | Sell |
9,653
-1,633
| -14% | -$1.14M | 0.99% | 23 |
|
|
2023
Q4 | $6.56M | Sell |
11,286
-267
| -2% | -$155K | 1.08% | 17 |
|
|
2023
Q3 | $5.3M | Sell |
11,553
-1,460
| -11% | -$670K | 0.92% | 22 |
|
|
2023
Q2 | $6.31M | Buy |
13,013
+1,902
| +17% | +$923K | 0.87% | 26 |
|
|
2023
Q1 | $4.44M | Buy |
11,111
+1,320
| +13% | +$527K | 0.71% | 40 |
|
|
2022
Q4 | $3.69M | Buy |
9,791
+570
| +6% | +$215K | 0.65% | 39 |
|
|
2022
Q3 | $2.79M | Buy |
9,221
+971
| +12% | +$294K | 0.54% | 46 |
|
|
2022
Q2 | $2.63M | Buy |
8,250
+1,363
| +20% | +$435K | 0.5% | 45 |
|
|
2022
Q1 | $2.52M | Buy |
6,887
+970
| +16% | +$355K | 0.42% | 58 |
|
|
2021
Q4 | $2.55M | Buy |
5,917
+315
| +6% | +$135K | 0.45% | 57 |
|
|
2021
Q3 | $1.87M | Buy |
5,602
+1,086
| +24% | +$363K | 0.37% | 63 |
|
|
2021
Q2 | $1.46M | Buy |
4,516
+907
| +25% | +$294K | 0.21% | 89 |
|
|
2021
Q1 | $1.19M | Buy |
3,609
+50
| +1% | +$16.5K | 0.19% | 93 |
|
|
2020
Q4 | $921K | Buy |
3,559
+235
| +7% | +$60.8K | 0.16% | 102 |
|
|
2020
Q3 | $643K | Sell |
3,324
-61
| -2% | -$11.8K | 0.13% | 116 |
|
|
2020
Q2 | $657K | Buy |
3,385
+975
| +40% | +$189K | 0.21% | 92 |
|
|
2020
Q1 | $346K | Buy |
2,410
+906
| +60% | +$130K | 0.14% | 115 |
|
|
2019
Q4 | $267K | Buy |
+1,504
| New | +$267K | 0.08% | 125 |
|