MWM
MinichMacGregor Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
8,764
-3,916
| -31% | -$3.51M | 1.68% | 30 |
|
|
2025
Q1 | $8.62M | Buy |
12,680
+172
| +1% | +$117K | 1.93% | 18 |
|
|
2024
Q4 | $7.88M | Buy |
12,508
+2,089
| +20% | +$1.32M | 1.64% | 29 |
|
|
2024
Q3 | $8.07M | Buy |
10,419
+802
| +8% | +$621K | 1.73% | 30 |
|
|
2024
Q2 | $7.93M | Sell |
9,617
-847
| -8% | -$698K | 1.94% | 20 |
|
|
2024
Q1 | $7.44M | Buy |
10,464
+198
| +2% | +$141K | 1.9% | 18 |
|
|
2023
Q4 | $5.97M | Buy |
10,266
+2,534
| +33% | +$1.47M | 1.72% | 21 |
|
|
2023
Q3 | $3.55M | Buy |
7,732
+1,202
| +18% | +$551K | 1.17% | 33 |
|
|
2023
Q2 | $3.17M | Buy |
6,530
+351
| +6% | +$170K | 0.99% | 34 |
|
|
2023
Q1 | $2.47M | Buy |
6,179
+793
| +15% | +$317K | 0.82% | 36 |
|
|
2022
Q4 | $2.03M | Sell |
5,386
-142
| -3% | -$53.5K | 0.73% | 30 |
|
|
2022
Q3 | $1.67M | Sell |
5,528
-91
| -2% | -$27.5K | 0.67% | 41 |
|
|
2022
Q2 | $1.79M | Buy |
5,619
+639
| +13% | +$204K | 0.74% | 33 |
|
|
2022
Q1 | $1.82M | Buy |
4,980
+345
| +7% | +$126K | 0.58% | 45 |
|
|
2021
Q4 | $1.99M | Sell |
4,635
-176
| -4% | -$75.7K | 0.61% | 41 |
|
|
2021
Q3 | $1.61M | Buy |
4,811
+723
| +18% | +$242K | 0.54% | 39 |
|
|
2021
Q2 | $1.33M | Buy |
4,088
+577
| +16% | +$187K | 0.46% | 42 |
|
|
2021
Q1 | $1.16M | Sell |
3,511
-331
| -9% | -$109K | 0.43% | 42 |
|
|
2020
Q4 | $994K | Buy |
+3,842
| New | +$994K | 0.41% | 44 |
|
|
2020
Q3 | – | Sell |
-3,154
| Closed | -$613K | – | 69 |
|
|
2020
Q2 | $613K | Buy |
+3,154
| New | +$613K | 0.34% | 39 |
|
|
2018
Q4 | – | Sell |
-379
| Closed | -$38K | – | 311 |
|
|
2018
Q3 | $38K | Sell |
379
-2
| -0.5% | -$201 | 0.03% | 146 |
|
|
2018
Q2 | $39K | Hold |
381
| – | – | 0.03% | 125 |
|
|
2018
Q1 | $41K | Buy |
381
+238
| +166% | +$25.6K | 0.03% | 123 |
|
|
2017
Q4 | $15K | Buy |
143
+44
| +44% | +$4.62K | 0.01% | 243 |
|
|
2017
Q3 | $10K | Sell |
99
-1
| -1% | -$101 | 0.01% | 287 |
|
|
2017
Q2 | $9K | Sell |
100
-14
| -12% | -$1.26K | 0.01% | 290 |
|
|
2017
Q1 | $10K | Buy |
+114
| New | +$10K | 0.01% | 271 |
|