LWM
LJI Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Hold |
499
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $339K | Hold |
499
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $314K | Hold |
499
| – | – | 0.06% | 129 |
|
|
2024
Q3 | $386K | Hold |
499
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $411K | Hold |
499
| – | – | 0.09% | 114 |
|
|
2024
Q1 | $349K | Hold |
499
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $290K | Sell |
499
-4
| -0.8% | -$2.33K | 0.08% | 133 |
|
|
2023
Q3 | $231K | Sell |
503
-64,855
| -99% | -$29.7M | 0.07% | 146 |
|
|
2023
Q2 | $242K | Buy |
+65,358
| New | +$242K | 0.07% | 138 |
|