Meridian Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Sell |
8,889
-244
| -3% | -$219K | 0.34% | 61 |
|
|
2025
Q1 | $6.21M | Sell |
9,133
-81
| -0.9% | -$55.1K | 0.3% | 78 |
|
|
2024
Q4 | $5.81M | Buy |
9,214
+53
| +0.6% | +$33.4K | 0.27% | 79 |
|
|
2024
Q3 | $7.09M | Buy |
+9,161
| New | +$7.09M | 0.35% | 62 |
|
|
2024
Q2 | – | Sell |
-2,108
| Closed | -$1.47M | – | 435 |
|
|
2024
Q1 | $1.47M | Buy |
2,108
+57
| +3% | +$39.8K | 0.25% | 66 |
|
|
2023
Q4 | $1.19M | Sell |
2,051
-2,031
| -50% | -$1.18M | 0.08% | 232 |
|
|
2023
Q3 | $1.87M | Buy |
4,082
+2,027
| +99% | +$930K | 0.11% | 163 |
|
|
2023
Q2 | $997K | Sell |
2,055
-1,055
| -34% | -$512K | 0.08% | 199 |
|
|
2023
Q1 | $1.24M | Sell |
3,110
-52
| -2% | -$20.8K | 0.11% | 175 |
|
|
2022
Q4 | $1.19M | Buy |
3,162
+2,333
| +281% | +$880K | 0.12% | 169 |
|
|
2022
Q3 | $251K | Buy |
829
+1
| +0.1% | +$303 | 0.03% | 406 |
|
|
2022
Q2 | $264K | Hold |
828
| – | – | 0.02% | 458 |
|
|
2022
Q1 | $303K | Sell |
828
-27
| -3% | -$9.88K | 0.03% | 312 |
|
|
2021
Q4 | $368K | Buy |
+855
| New | +$368K | 0.04% | 283 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$409K | – | 231 |
|
|
2019
Q4 | $409K | Buy |
2,300
+199
| +9% | +$35.4K | 0.2% | 109 |
|
|
2019
Q3 | $335K | Buy |
+2,101
| New | +$335K | 0.16% | 133 |
|