Legacy Capital Wealth Partners’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
559
+31
+6% +$27.8K 0.11% 198
2025
Q1
$359K Buy
528
+17
+3% +$11.6K 0.09% 251
2024
Q4
$322K Buy
511
+180
+54% +$113K 0.08% 260
2024
Q3
$257K Sell
331
-149
-31% -$115K 0.05% 299
2024
Q2
$396K Buy
+480
New +$396K 0.1% 200
2024
Q1
Sell
-384
Closed -$223K 236
2023
Q4
$223K Buy
+384
New +$223K 0.06% 262