MorganRosel Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
1,191
+333
| +39% | +$298K | 0.29% | 59 |
|
|
2025
Q1 | $583K | Sell |
858
-475
| -36% | -$323K | 0.18% | 74 |
|
|
2024
Q4 | $840K | Sell |
1,333
-283
| -18% | -$178K | 0.28% | 63 |
|
|
2024
Q3 | $1.25M | Sell |
1,616
-50
| -3% | -$38.7K | 0.41% | 45 |
|
|
2024
Q2 | $1.37M | Sell |
1,666
-64
| -4% | -$52.8K | 0.49% | 35 |
|
|
2024
Q1 | $1.21M | Sell |
1,730
-92
| -5% | -$64.3K | 0.43% | 40 |
|
|
2023
Q4 | $1.06M | Sell |
1,822
-9
| -0.5% | -$5.23K | 0.41% | 40 |
|
|
2023
Q3 | $840K | Buy |
+1,831
| New | +$840K | 0.35% | 47 |
|
|
2022
Q4 | – | Sell |
-1,856
| Closed | -$562K | – | 100 |
|
|
2022
Q3 | $562K | Sell |
1,856
-182
| -9% | -$55.1K | 0.28% | 64 |
|
|
2022
Q2 | $650K | Sell |
2,038
-411
| -17% | -$131K | 0.35% | 52 |
|
|
2022
Q1 | $896K | Buy |
2,449
+222
| +10% | +$81.2K | 0.43% | 44 |
|
|
2021
Q4 | $958K | Buy |
2,227
+103
| +5% | +$44.3K | 0.47% | 43 |
|
|
2021
Q3 | $710K | Buy |
2,124
+4
| +0.2% | +$1.34K | 0.39% | 52 |
|
|
2021
Q2 | $687K | Sell |
2,120
-1,030
| -33% | -$334K | 0.39% | 53 |
|
|
2021
Q1 | $1.04M | Sell |
3,150
-922
| -23% | -$305K | 0.66% | 29 |
|
|
2020
Q4 | $1.05M | Buy |
4,072
+50
| +1% | +$12.9K | 0.74% | 26 |
|
|
2020
Q3 | $779K | Buy |
4,022
+117
| +3% | +$22.7K | 0.63% | 28 |
|
|
2020
Q2 | $759K | Sell |
3,905
-205
| -5% | -$39.8K | 0.7% | 25 |
|
|
2020
Q1 | $591K | Sell |
4,110
-206
| -5% | -$29.6K | 0.67% | 28 |
|
|
2019
Q4 | $769K | Buy |
+4,316
| New | +$769K | 0.58% | 35 |
|