Marshall Financial Group (Maryland)’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
2,038
-162
-7% -$148K 0.36% 58
2025
Q1
$1.5M Sell
2,200
-6
-0.3% -$4.08K 0.33% 70
2024
Q4
$1.39M Sell
2,206
-10
-0.5% -$6.3K 0.34% 70
2024
Q3
$1.72M Sell
2,216
-26
-1% -$20.1K 0.41% 58
2024
Q2
$1.85M Sell
2,242
-195
-8% -$161K 0.52% 49
2024
Q1
$1.7M Buy
2,437
+107
+5% +$74.7K 0.49% 57
2023
Q4
$1.35M Sell
2,330
-105
-4% -$61K 0.44% 61
2023
Q3
$1.12M Sell
2,435
-40
-2% -$18.3K 0.4% 61
2023
Q2
$1.2M Buy
2,475
+11
+0.4% +$5.33K 0.41% 60
2023
Q1
$983K Sell
2,464
-794
-24% -$317K 0.35% 68
2022
Q4
$1.23M Buy
3,258
+431
+15% +$163K 0.48% 64
2022
Q3
$856K Sell
2,827
-10
-0.4% -$3.03K 0.36% 85
2022
Q2
$905K Buy
2,837
+453
+19% +$145K 0.36% 81
2022
Q1
$873K Sell
2,384
-19
-0.8% -$6.96K 0.36% 100
2021
Q4
$1.03M Buy
+2,403
New +$1.03M 0.38% 94