MinichMacGregor Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Sell |
74,460
-19,990
| -21% | -$2.92M | 1.93% | 21 |
|
|
2025
Q4 | $11.5M | Buy |
94,450
+3,100
| +3% | +$364K | 2.08% | 18 |
|
|
2025
Q3 | $9.84M | Buy |
91,350
+3,710
| +4% | +$346K | 1.92% | 21 |
|
|
2025
Q2 | $7.85M | Sell |
87,640
-39,160
| -31% | -$2.95M | 1.68% | 30 |
|
|
2025
Q1 | $8.62M | Buy |
126,800
+1,720
| +1% | +$124K | 1.93% | 18 |
|
|
2024
Q4 | $7.88M | Buy |
125,080
+20,890
| +20% | +$1.41M | 1.64% | 29 |
|
|
2024
Q3 | $8.07M | Buy |
104,190
+8,020
| +8% | +$629K | 1.73% | 30 |
|
|
2024
Q2 | $7.93M | Sell |
96,170
-8,470
| -8% | -$626K | 1.94% | 20 |
|
|
2024
Q1 | $7.44M | Buy |
104,640
+1,980
| +2% | +$127K | 1.9% | 18 |
|
|
2023
Q4 | $5.97M | Buy |
102,660
+25,340
| +33% | +$1.32M | 1.72% | 21 |
|
|
2023
Q3 | $3.55M | Buy |
77,320
+12,020
| +18% | +$576K | 1.17% | 33 |
|
|
2023
Q2 | $3.17M | Buy |
65,300
+3,510
| +6% | +$147K | 0.99% | 34 |
|
|
2023
Q1 | $2.47M | Buy |
61,790
+7,930
| +15% | +$313K | 0.82% | 36 |
|
|
2022
Q4 | $2.03M | Sell |
53,860
-1,420
| -3% | -$49.5K | 0.73% | 30 |
|
|
2022
Q3 | $1.67M | Sell |
55,280
-910
| -2% | -$31.5K | 0.67% | 41 |
|
|
2022
Q2 | $1.79M | Buy |
56,190
+6,390
| +13% | +$215K | 0.74% | 33 |
|
|
2022
Q1 | $1.82M | Buy |
49,800
+3,450
| +7% | +$129K | 0.58% | 45 |
|
|
2021
Q4 | $1.99M | Sell |
46,350
-1,760
| -4% | -$67.9K | 0.61% | 41 |
|
|
2021
Q3 | $1.61M | Buy |
48,110
+7,230
| +18% | +$241K | 0.54% | 39 |
|
|
2021
Q2 | $1.32M | Buy |
40,880
+5,770
| +16% | +$185K | 0.46% | 42 |
|
|
2021
Q1 | $1.16M | Sell |
35,110
-3,310
| -9% | -$99.7K | 0.43% | 42 |
|
|
2020
Q4 | $994K | Buy |
+38,420
| New | +$895K | 0.41% | 44 |
|
|
2020
Q3 | – | Sell |
-31,540
| Closed | -$613K | – | 69 |
|
|
2020
Q2 | $613K | Buy |
+31,540
| New | +$539K | 0.34% | 39 |
|
|
2018
Q4 | – | Sell |
-3,790
| Closed | -$38K | – | 310 |
|
|
2018
Q3 | $38K | Sell |
3,790
-20
| -0.5% | -$219 | 0.03% | 146 |
|
|
2018
Q2 | $39K | Hold |
3,810
| – | – | 0.03% | 125 |
|
|
2018
Q1 | $41K | Buy |
3,810
+2,380
| +166% | +$26.5K | 0.03% | 123 |
|
|
2017
Q4 | $15K | Buy |
1,430
+440
| +44% | +$4.64K | 0.01% | 243 |
|
|
2017
Q3 | $10K | Sell |
990
-10
| -1% | -$95 | 0.01% | 287 |
|
|
2017
Q2 | $9K | Sell |
1,000
-140
| -12% | -$1.4K | 0.01% | 290 |
|
|
2017
Q1 | $10K | Buy |
+1,140
| New | +$10K | 0.01% | 271 |
|
Other funds holding KLAC
VCM
VPM
