LNWWM
Laird Norton Wetherby Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
+3,716
| New | +$3.33M | 0.15% | 128 |
|
|
2024
Q4 | $2.28M | Sell |
3,623
-122
| -3% | -$76.9K | 0.11% | 181 |
|
|
2024
Q3 | $2.9M | Hold |
3,745
| – | – | 0.13% | 155 |
|
|
2024
Q2 | $3.09M | Sell |
3,745
-17
| -0.5% | -$14K | 0.15% | 128 |
|
|
2024
Q1 | $2.63M | Sell |
3,762
-45
| -1% | -$31.4K | 0.13% | 161 |
|
|
2023
Q4 | $2.21M | Buy |
3,807
+30
| +0.8% | +$17.4K | 0.12% | 177 |
|
|
2023
Q3 | $1.73M | Sell |
3,777
-132
| -3% | -$60.5K | 0.1% | 216 |
|
|
2023
Q2 | $1.9M | Buy |
3,909
+71
| +2% | +$34.4K | 0.1% | 199 |
|
|
2023
Q1 | $1.53M | Sell |
3,838
-125
| -3% | -$49.9K | 0.09% | 240 |
|
|
2022
Q4 | $1.49M | Sell |
3,963
-741
| -16% | -$279K | 0.1% | 233 |
|
|
2022
Q3 | $1.42M | Sell |
4,704
-497
| -10% | -$150K | 0.1% | 212 |
|
|
2022
Q2 | $1.66M | Buy |
5,201
+398
| +8% | +$127K | 0.11% | 182 |
|
|
2022
Q1 | $1.76M | Buy |
4,803
+284
| +6% | +$104K | 0.1% | 189 |
|
|
2021
Q4 | $1.94M | Sell |
4,519
-52
| -1% | -$22.4K | 0.11% | 170 |
|
|
2021
Q3 | $1.53M | Buy |
4,571
+61
| +1% | +$20.4K | 0.09% | 197 |
|
|
2021
Q2 | $1.46M | Buy |
4,510
+692
| +18% | +$224K | 0.09% | 209 |
|
|
2021
Q1 | $1.26M | Sell |
3,818
-694
| -15% | -$229K | 0.1% | 215 |
|
|
2020
Q4 | $1.17M | Buy |
4,512
+781
| +21% | +$202K | 0.08% | 239 |
|
|
2020
Q3 | $723K | Sell |
3,731
-52
| -1% | -$10.1K | 0.06% | 290 |
|
|
2020
Q2 | $736K | Buy |
3,783
+117
| +3% | +$22.8K | 0.07% | 269 |
|
|
2020
Q1 | $527K | Buy |
3,666
+372
| +11% | +$53.5K | 0.06% | 306 |
|
|
2019
Q4 | $587K | Buy |
3,294
+141
| +4% | +$25.1K | 0.06% | 364 |
|
|
2019
Q3 | $503K | Buy |
3,153
+3
| +0.1% | +$479 | 0.05% | 400 |
|
|
2019
Q2 | $372K | Hold |
3,150
| – | – | 0.04% | 471 |
|
|
2019
Q1 | $376K | Sell |
3,150
-42
| -1% | -$5.01K | 0.05% | 442 |
|
|
2018
Q4 | $286K | Sell |
3,192
-130
| -4% | -$11.6K | 0.04% | 479 |
|
|
2018
Q3 | $338K | Buy |
3,322
+128
| +4% | +$13K | 0.04% | 468 |
|
|
2018
Q2 | $328K | Sell |
3,194
-35
| -1% | -$3.59K | 0.04% | 446 |
|
|
2018
Q1 | $352K | Buy |
3,229
+42
| +1% | +$4.58K | 0.05% | 439 |
|
|
2017
Q4 | $335K | Buy |
3,187
+123
| +4% | +$12.9K | 0.05% | 449 |
|
|
2017
Q3 | $324K | Sell |
3,064
-43
| -1% | -$4.55K | 0.05% | 439 |
|
|
2017
Q2 | $284K | Buy |
3,107
+59
| +2% | +$5.39K | 0.05% | 448 |
|
|
2017
Q1 | $290K | Buy |
3,048
+247
| +9% | +$23.5K | 0.05% | 436 |
|
|
2016
Q4 | $220K | Buy |
+2,801
| New | +$220K | 0.04% | 477 |
|
|
2016
Q3 | – | Sell |
-2,829
| Closed | -$208K | – | 527 |
|
|
2016
Q2 | $208K | Buy |
2,829
+22
| +0.8% | +$1.62K | 0.05% | 453 |
|
|
2016
Q1 | $205K | Buy |
+2,807
| New | +$205K | 0.05% | 439 |
|
|
2014
Q4 | – | Sell |
-2,792
| Closed | -$220K | – | 461 |
|
|
2014
Q3 | $220K | Buy |
2,792
+35
| +1% | +$2.76K | 0.06% | 374 |
|
|
2014
Q2 | $201K | Buy |
+2,757
| New | +$201K | 0.06% | 406 |
|