Montag & Associates’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
199
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $135K | Sell |
199
-100
| -33% | -$68K | 0.01% | 456 |
|
|
2024
Q4 | $188K | Hold |
299
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $232K | Hold |
299
| – | – | 0.01% | 406 |
|
|
2024
Q2 | $247K | Hold |
299
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $209K | Hold |
299
| – | – | 0.01% | 409 |
|
|
2023
Q4 | $174K | Hold |
299
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $137K | Hold |
299
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $145K | Hold |
299
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $119K | Hold |
299
| – | – | 0.01% | 444 |
|
|
2022
Q4 | $113K | Hold |
299
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $90K | Hold |
299
| – | – | 0.01% | 451 |
|
|
2022
Q2 | $95K | Hold |
299
| – | – | 0.01% | 443 |
|
|
2022
Q1 | $109K | Hold |
299
| – | – | 0.01% | 457 |
|
|
2021
Q4 | $129K | Buy |
299
+232
| +346% | +$100K | 0.01% | 439 |
|
|
2021
Q3 | $22K | Hold |
67
| – | – | ﹤0.01% | 662 |
|
|
2021
Q2 | $22K | Hold |
67
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $22K | Hold |
67
| – | – | ﹤0.01% | 656 |
|
|
2020
Q4 | $17K | Buy |
+67
| New | +$17K | ﹤0.01% | 656 |
|