Lifeworks Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
3,598
+128
| +4% | +$115K | 0.48% | 67 |
|
|
2025
Q1 | $2.36M | Buy |
3,470
+160
| +5% | +$109K | 0.39% | 69 |
|
|
2024
Q4 | $2.09M | Buy |
3,310
+775
| +31% | +$488K | 0.38% | 76 |
|
|
2024
Q3 | $1.96M | Buy |
2,535
+166
| +7% | +$129K | 0.39% | 74 |
|
|
2024
Q2 | $1.95M | Sell |
2,369
-356
| -13% | -$293K | 0.54% | 57 |
|
|
2024
Q1 | $1.9M | Buy |
2,725
+1
| +0% | +$698 | 0.53% | 58 |
|
|
2023
Q4 | $1.58M | Buy |
2,724
+35
| +1% | +$20.3K | 0.55% | 58 |
|
|
2023
Q3 | $1.23M | Sell |
2,689
-252
| -9% | -$116K | 0.48% | 66 |
|
|
2023
Q2 | $1.43M | Sell |
2,941
-37
| -1% | -$17.9K | 0.61% | 52 |
|
|
2023
Q1 | $1.19M | Sell |
2,978
-1,298
| -30% | -$518K | 0.56% | 63 |
|
|
2022
Q4 | $1.61M | Buy |
4,276
+35
| +0.8% | +$13.2K | 0.91% | 37 |
|
|
2022
Q3 | $1.34M | Buy |
4,241
+1,250
| +42% | +$396K | 0.76% | 45 |
|
|
2022
Q2 | $954K | Buy |
2,991
+853
| +40% | +$272K | 0.6% | 54 |
|
|
2022
Q1 | $783K | Buy |
2,138
+922
| +76% | +$338K | 0.52% | 68 |
|
|
2021
Q4 | $523K | Buy |
+1,216
| New | +$523K | 0.42% | 73 |
|