KWM
Kingsview Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
4,157
-53
| -1% | -$47.5K | 0.06% | 300 |
|
|
2025
Q1 | $2.86M | Sell |
4,210
-187
| -4% | -$127K | 0.05% | 306 |
|
|
2024
Q4 | $2.77M | Sell |
4,397
-73
| -2% | -$46K | 0.05% | 316 |
|
|
2024
Q3 | $3.46M | Buy |
4,470
+32
| +0.7% | +$24.8K | 0.07% | 248 |
|
|
2024
Q2 | $3.66M | Buy |
4,438
+224
| +5% | +$185K | 0.09% | 220 |
|
|
2024
Q1 | $2.94M | Buy |
4,214
+251
| +6% | +$175K | 0.07% | 251 |
|
|
2023
Q4 | $2.3M | Buy |
3,963
+233
| +6% | +$135K | 0.07% | 246 |
|
|
2023
Q3 | $1.71M | Sell |
3,730
-2,875
| -44% | -$1.32M | 0.06% | 312 |
|
|
2023
Q2 | $3.2M | Buy |
6,605
+3,329
| +102% | +$1.61M | 0.13% | 179 |
|
|
2023
Q1 | $1.31M | Buy |
3,276
+1,336
| +69% | +$533K | 0.05% | 327 |
|
|
2022
Q4 | $731K | Sell |
1,940
-2
| -0.1% | -$754 | 0.03% | 413 |
|
|
2022
Q3 | $588K | Buy |
1,942
+530
| +38% | +$160K | 0.03% | 461 |
|
|
2022
Q2 | $450K | Sell |
1,412
-3,260
| -70% | -$1.04M | 0.02% | 560 |
|
|
2022
Q1 | $1.71M | Buy |
4,672
+2,529
| +118% | +$926K | 0.08% | 264 |
|
|
2021
Q4 | $922K | Hold |
2,143
| – | – | 0.04% | 424 |
|
|
2021
Q3 | $717K | Sell |
2,143
-1,992
| -48% | -$666K | 0.03% | 462 |
|
|
2021
Q2 | $1.29M | Buy |
4,135
+2,490
| +151% | +$776K | 0.06% | 314 |
|
|
2021
Q1 | $571K | Sell |
1,645
-4,750
| -74% | -$1.65M | 0.03% | 479 |
|
|
2020
Q4 | $1.66M | Buy |
6,395
+642
| +11% | +$166K | 0.12% | 189 |
|
|
2020
Q3 | $1.12M | Buy |
5,753
+795
| +16% | +$154K | 0.1% | 206 |
|
|
2020
Q2 | $964K | Buy |
4,958
+2,147
| +76% | +$417K | 0.1% | 207 |
|
|
2020
Q1 | $404K | Buy |
2,811
+672
| +31% | +$96.6K | 0.05% | 297 |
|
|
2019
Q4 | $381K | Buy |
+2,139
| New | +$381K | 0.05% | 332 |
|
|
2019
Q2 | – | Sell |
-1,695
| Closed | -$202K | – | 446 |
|
|
2019
Q1 | $202K | Buy |
+1,695
| New | +$202K | 0.03% | 428 |
|