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 |
|