Meridian Wealth 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 | $466K | Hold |
520
| – | – | 0.07% | 126 |
|
|
2025
Q1 | $353K | Hold |
520
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $328K | Hold |
520
| – | – | 0.05% | 141 |
|
|
2024
Q3 | $403K | Hold |
520
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $429K | Hold |
520
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $363K | Hold |
520
| – | – | 0.07% | 137 |
|
|
2023
Q4 | $302K | Sell |
520
-105
| -17% | -$61K | 0.07% | 145 |
|
|
2023
Q3 | $287K | Hold |
625
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $303K | Hold |
625
| – | – | 0.07% | 144 |
|
|
2023
Q1 | $249K | Hold |
625
| – | – | 0.06% | 163 |
|
|
2022
Q4 | $236K | Buy |
+625
| New | +$236K | 0.06% | 171 |
|