Montecito Bank & Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.25M | Buy |
1,843
+50
| +3% | +$34K | 0.22% | 105 |
|
|
2024
Q4 | $1.13M | Hold |
1,793
| – | – | 0.2% | 119 |
|
|
2024
Q3 | $1.39M | Buy |
1,793
+561
| +46% | +$434K | 0.24% | 95 |
|
|
2024
Q2 | $1.02M | Buy |
1,232
+232
| +23% | +$191K | 0.21% | 114 |
|
|
2024
Q1 | $699K | Buy |
1,000
+381
| +62% | +$266K | 0.14% | 142 |
|
|
2023
Q4 | $360K | Buy |
619
+25
| +4% | +$14.5K | 0.08% | 200 |
|
|
2023
Q3 | $272K | Buy |
594
+13
| +2% | +$5.96K | 0.06% | 211 |
|
|
2023
Q2 | $282K | Buy |
581
+30
| +5% | +$14.6K | 0.06% | 209 |
|
|
2023
Q1 | $220K | Sell |
551
-47
| -8% | -$18.8K | 0.05% | 221 |
|
|
2022
Q4 | $225K | Buy |
+598
| New | +$225K | 0.05% | 229 |
|