MWA
MFA Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
892
-20
| -2% | -$17.9K | 0.19% | 57 |
|
|
2025
Q1 | $620K | Buy |
912
+419
| +85% | +$285K | 0.15% | 55 |
|
|
2024
Q4 | $311K | Buy |
493
+245
| +99% | +$154K | 0.08% | 64 |
|
|
2024
Q3 | $192K | Sell |
248
-4,939
| -95% | -$3.82M | 0.04% | 96 |
|
|
2024
Q2 | $4.28M | Sell |
5,187
-1,173
| -18% | -$967K | 0.93% | 29 |
|
|
2024
Q1 | $4.44M | Buy |
6,360
+260
| +4% | +$182K | 1.17% | 24 |
|
|
2023
Q4 | $3.55M | Buy |
6,100
+922
| +18% | +$536K | 1% | 25 |
|
|
2023
Q3 | $2.37M | Buy |
5,178
+3,715
| +254% | +$1.7M | 0.74% | 27 |
|
|
2023
Q2 | $710K | Sell |
1,463
-9,060
| -86% | -$4.39M | 0.22% | 45 |
|
|
2023
Q1 | $4.2M | Buy |
10,523
+1,663
| +19% | +$664K | 1.38% | 20 |
|
|
2022
Q4 | $3.34M | Buy |
8,860
+384
| +5% | +$145K | 1.21% | 22 |
|
|
2022
Q3 | $2.57M | Buy |
8,476
+1,602
| +23% | +$485K | 0.95% | 24 |
|
|
2022
Q2 | $2.19M | Buy |
+6,874
| New | +$2.19M | 0.8% | 24 |
|