Mission 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 | $708K | Buy |
791
+2
| +0.3% | +$1.79K | 0.02% | 379 |
|
|
2025
Q1 | $537K | Sell |
789
-402
| -34% | -$273K | 0.01% | 411 |
|
|
2024
Q4 | $750K | Sell |
1,191
-26
| -2% | -$16.4K | 0.02% | 325 |
|
|
2024
Q3 | $943K | Buy |
1,217
+452
| +59% | +$350K | 0.02% | 291 |
|
|
2024
Q2 | $631K | Sell |
765
-315
| -29% | -$260K | 0.02% | 341 |
|
|
2024
Q1 | $754K | Buy |
1,080
+66
| +7% | +$46.1K | 0.02% | 328 |
|
|
2023
Q4 | $589K | Sell |
1,014
-98
| -9% | -$57K | 0.02% | 325 |
|
|
2023
Q3 | $510K | Sell |
1,112
-15
| -1% | -$6.88K | 0.02% | 320 |
|
|
2023
Q2 | $547K | Buy |
1,127
+257
| +30% | +$125K | 0.02% | 317 |
|
|
2023
Q1 | $347K | Buy |
870
+6
| +0.7% | +$2.4K | 0.01% | 397 |
|
|
2022
Q4 | $326K | Sell |
864
-34
| -4% | -$12.8K | 0.02% | 392 |
|
|
2022
Q3 | $272K | Buy |
898
+20
| +2% | +$6.06K | 0.01% | 399 |
|
|
2022
Q2 | $280K | Sell |
878
-33
| -4% | -$10.5K | 0.01% | 392 |
|
|
2022
Q1 | $334K | Buy |
911
+428
| +89% | +$157K | 0.02% | 378 |
|
|
2021
Q4 | $208K | Buy |
+483
| New | +$208K | 0.01% | 484 |
|