LVW 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 | $425K | Buy |
474
+56
| +13% | +$50.2K | 0.05% | 203 |
|
|
2025
Q1 | $284K | Buy |
418
+28
| +7% | +$19K | 0.03% | 242 |
|
|
2024
Q4 | $246K | Sell |
390
-214
| -35% | -$135K | 0.03% | 275 |
|
|
2024
Q3 | $468K | Buy |
604
+32
| +6% | +$24.8K | 0.06% | 194 |
|
|
2024
Q2 | $472K | Buy |
572
+56
| +11% | +$46.2K | 0.07% | 178 |
|
|
2024
Q1 | $360K | Buy |
+516
| New | +$360K | 0.06% | 208 |
|
|
2020
Q3 | – | Sell |
-1,836
| Closed | -$357K | – | 216 |
|
|
2020
Q2 | $357K | Sell |
1,836
-27
| -1% | -$5.25K | 0.09% | 121 |
|
|
2020
Q1 | $268K | Buy |
+1,863
| New | +$268K | 0.07% | 130 |
|
|
2019
Q4 | – | Sell |
-1,650
| Closed | -$263K | – | 193 |
|
|
2019
Q3 | $263K | Sell |
1,650
-450
| -21% | -$71.7K | 0.07% | 142 |
|
|
2019
Q2 | $248K | Buy |
+2,100
| New | +$248K | 0.07% | 134 |
|