Marcum Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $260K | Buy |
382
+23
| +6% | +$15.6K | 0.02% | 314 |
|
|
2024
Q4 | $226K | Sell |
359
-25
| -7% | -$15.8K | 0.02% | 337 |
|
|
2024
Q3 | $297K | Buy |
384
+15
| +4% | +$11.6K | 0.03% | 288 |
|
|
2024
Q2 | $304K | Buy |
369
+8
| +2% | +$6.6K | 0.03% | 271 |
|
|
2024
Q1 | $252K | Buy |
+361
| New | +$252K | 0.03% | 302 |
|