LWAM
Legacy Wealth Asset Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
2,461
-33
| -1% | -$29.6K | 0.56% | 37 |
|
|
2025
Q1 | $1.7M | Buy |
2,494
+681
| +38% | +$463K | 0.47% | 51 |
|
|
2024
Q4 | $1.14M | Sell |
1,813
-442
| -20% | -$279K | 0.31% | 84 |
|
|
2024
Q3 | $1.75M | Buy |
2,255
+53
| +2% | +$41K | 0.47% | 58 |
|
|
2024
Q2 | $1.82M | Buy |
+2,202
| New | +$1.82M | 0.51% | 52 |
|