Kovitz Investment Group Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
13,863
+9,296
| +204% | +$8.33M | 0.05% | 270 |
|
|
2025
Q1 | $3.1M | Buy |
4,567
+80
| +2% | +$54.4K | 0.02% | 495 |
|
|
2024
Q4 | $2.83M | Sell |
4,487
-106
| -2% | -$66.9K | 0.01% | 507 |
|
|
2024
Q3 | $2.34M | Buy |
4,593
+1,558
| +51% | +$795K | 0.02% | 468 |
|
|
2024
Q2 | $2.5M | Buy |
3,035
+1,240
| +69% | +$1.02M | 0.02% | 394 |
|
|
2024
Q1 | $1.25M | Buy |
1,795
+155
| +9% | +$108K | 0.02% | 369 |
|
|
2023
Q4 | $953K | Sell |
1,640
-221
| -12% | -$128K | 0.02% | 295 |
|
|
2023
Q3 | $854K | Sell |
1,861
-112
| -6% | -$51.4K | 0.02% | 296 |
|
|
2023
Q2 | $957K | Sell |
1,973
-13
| -0.7% | -$6.31K | 0.01% | 297 |
|
|
2023
Q1 | $793K | Sell |
1,986
-105
| -5% | -$41.9K | 0.01% | 306 |
|
|
2022
Q4 | $788K | Sell |
2,091
-4
| -0.2% | -$1.51K | 0.02% | 305 |
|
|
2022
Q3 | $634K | Sell |
2,095
-100
| -5% | -$30.3K | 0.01% | 310 |
|
|
2022
Q2 | $700K | Sell |
2,195
-80
| -4% | -$25.5K | 0.02% | 313 |
|
|
2022
Q1 | $833K | Sell |
2,275
-1,923
| -46% | -$704K | 0.02% | 303 |
|
|
2021
Q4 | $1.09M | Buy |
4,198
+1,602
| +62% | +$415K | 0.03% | 262 |
|
|
2021
Q3 | $868K | Sell |
2,596
-930
| -26% | -$311K | 0.02% | 306 |
|
|
2021
Q2 | $1.14M | Sell |
3,526
-397
| -10% | -$129K | 0.02% | 284 |
|
|
2021
Q1 | $1.3M | Sell |
3,923
-275
| -7% | -$90.8K | 0.03% | 252 |
|
|
2020
Q4 | $1.09M | Sell |
4,198
-405
| -9% | -$105K | 0.03% | 257 |
|
|
2020
Q3 | $892K | Sell |
4,603
-175
| -4% | -$33.9K | 0.03% | 262 |
|
|
2020
Q2 | $929K | Sell |
4,778
-2,811
| -37% | -$547K | 0.03% | 254 |
|
|
2020
Q1 | $1.09M | Sell |
7,589
-145
| -2% | -$20.8K | 0.04% | 229 |
|
|
2019
Q4 | $1.38M | Sell |
7,734
-100
| -1% | -$17.8K | 0.04% | 229 |
|
|
2019
Q3 | $1.25M | Sell |
7,834
-330
| -4% | -$52.6K | 0.04% | 234 |
|
|
2019
Q2 | $965K | Sell |
8,164
-75
| -0.9% | -$8.87K | 0.03% | 266 |
|
|
2019
Q1 | $984K | Buy |
+8,239
| New | +$984K | 0.03% | 275 |
|