Loring Wolcott & Coolidge Fiduciary Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Hold |
69
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $45.3K | Hold |
69
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $48.5K | Buy |
+69
| New | +$48.5K | ﹤0.01% | 391 |
|
|
2022
Q1 | – | Sell |
-27
| Closed | -$12K | – | 681 |
|
|
2021
Q4 | $12K | Hold |
27
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $9K | Hold |
27
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $9K | Buy |
+27
| New | +$9K | ﹤0.01% | 647 |
|
|
2017
Q3 | – | Sell |
-17
| Closed | -$2K | – | 849 |
|
|
2017
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 621 |
|