MorganRosel Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $840K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $650K | Sell |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $591K | Sell |
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|
2019
Q4 | $769K | Buy |
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