Morningstar Investment 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 | $411K | Buy |
+459
| New | +$411K | 0.04% | 132 |
|
|
2025
Q1 | – | Sell |
-519
| Closed | -$327K | – | 150 |
|
|
2024
Q4 | $327K | Hold |
519
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $431K | Sell |
519
-28
| -5% | -$23.3K | 0.04% | 144 |
|
|
2024
Q2 | $451K | Hold |
547
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $382K | Hold |
547
| – | – | 0.04% | 142 |
|
|
2023
Q4 | $318K | Buy |
547
+3
| +0.6% | +$1.74K | 0.04% | 151 |
|
|
2023
Q3 | $250K | Hold |
544
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $264K | Buy |
+544
| New | +$264K | 0.04% | 140 |
|