Montag & Associates’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
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|
2025
Q1 | $135K | Sell |
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|
2024
Q4 | $188K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $17K | Buy |
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