NWA
Navis Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
4,575
-40
| -0.9% | -$35.8K | 3.45% | 7 |
|
|
2025
Q1 | $3.14M | Buy |
4,615
+38
| +0.8% | +$25.8K | 3.08% | 7 |
|
|
2024
Q4 | $2.88M | Buy |
4,577
+9
| +0.2% | +$5.67K | 3.15% | 6 |
|
|
2024
Q3 | $3.54M | Sell |
4,568
-492
| -10% | -$381K | 3.83% | 6 |
|
|
2024
Q2 | $4.17M | Sell |
5,060
-1,472
| -23% | -$1.21M | 4.79% | 5 |
|
|
2024
Q1 | $4.56M | Sell |
6,532
-2,468
| -27% | -$1.72M | 5.48% | 4 |
|
|
2023
Q4 | $5.23M | Hold |
9,000
| – | – | 6.83% | 4 |
|
|
2023
Q3 | $4.13M | Hold |
9,000
| – | – | 5.98% | 4 |
|
|
2023
Q2 | $4.37M | Hold |
9,000
| – | – | 4% | 5 |
|
|
2023
Q1 | $3.59M | Buy |
+9,000
| New | +$3.59M | 3.94% | 5 |
|