MCWA
Meadow Creek Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
474
-14
| -3% | -$12.5K | 0.29% | 70 |
|
|
2025
Q1 | $332K | Buy |
488
+21
| +4% | +$14.3K | 0.25% | 88 |
|
|
2024
Q4 | $294K | Sell |
467
-33
| -7% | -$20.8K | 0.21% | 99 |
|
|
2024
Q3 | $387K | Buy |
500
+87
| +21% | +$67.4K | 0.31% | 77 |
|
|
2024
Q2 | $341K | Sell |
413
-28
| -6% | -$23.1K | 0.32% | 81 |
|
|
2024
Q1 | $308K | Sell |
441
-5
| -1% | -$3.49K | 0.21% | 104 |
|
|
2023
Q4 | $259K | Buy |
+446
| New | +$259K | 0.25% | 84 |
|
|
2022
Q1 | – | Sell |
-473
| Closed | -$203K | – | 117 |
|
|
2021
Q4 | $203K | Buy |
+473
| New | +$203K | 0.19% | 120 |
|