Moneta Group Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
1,051
+6
| +0.6% | +$5.38K | 0.01% | 320 |
|
|
2025
Q1 | $710K | Buy |
1,045
+4
| +0.4% | +$2.72K | 0.01% | 343 |
|
|
2024
Q4 | $656K | Buy |
1,041
+622
| +148% | +$392K | 0.01% | 345 |
|
|
2024
Q3 | $324K | Buy |
419
+25
| +6% | +$19.4K | ﹤0.01% | 498 |
|
|
2024
Q2 | $325K | Buy |
394
+50
| +15% | +$41.2K | 0.01% | 465 |
|
|
2024
Q1 | $240K | Buy |
+344
| New | +$240K | ﹤0.01% | 538 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 669 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 509 |
|