NIM
Needham Investment Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
14,500
-1,500
| -9% | -$1.34M | 1.04% | 35 |
|
|
2025
Q1 | $10.9M | Hold |
16,000
| – | – | 1.02% | 33 |
|
|
2024
Q4 | $10.1M | Hold |
16,000
| – | – | 0.78% | 45 |
|
|
2024
Q3 | $12.4M | Hold |
16,000
| – | – | 0.95% | 37 |
|
|
2024
Q2 | $13.2M | Hold |
16,000
| – | – | 1.08% | 27 |
|
|
2024
Q1 | $11.2M | Sell |
16,000
-1,000
| -6% | -$699K | 1.04% | 26 |
|
|
2023
Q4 | $9.88M | Hold |
17,000
| – | – | 1.25% | 23 |
|
|
2023
Q3 | $7.8M | Hold |
17,000
| – | – | 1.33% | 22 |
|
|
2023
Q2 | $8.25M | Sell |
17,000
-3,000
| -15% | -$1.46M | 1.36% | 21 |
|
|
2023
Q1 | $7.98M | Hold |
20,000
| – | – | 1.38% | 24 |
|
|
2022
Q4 | $7.54M | Hold |
20,000
| – | – | 1.36% | 22 |
|
|
2022
Q3 | $6.05M | Hold |
20,000
| – | – | 1.19% | 29 |
|
|
2022
Q2 | $6.38M | Hold |
20,000
| – | – | 1.19% | 29 |
|
|
2022
Q1 | $7.32M | Hold |
20,000
| – | – | 1.06% | 30 |
|
|
2021
Q4 | $8.6M | Hold |
20,000
| – | – | 1.08% | 35 |
|
|
2021
Q3 | $6.69M | Sell |
20,000
-4,500
| -18% | -$1.51M | 0.89% | 40 |
|
|
2021
Q2 | $7.94M | Sell |
24,500
-1,750
| -7% | -$567K | 1.16% | 32 |
|
|
2021
Q1 | $8.67M | Hold |
26,250
| – | – | 1.18% | 34 |
|
|
2020
Q4 | $6.8M | Hold |
26,250
| – | – | 1.14% | 34 |
|
|
2020
Q3 | $5.09M | Hold |
26,250
| – | – | 1.02% | 36 |
|
|
2020
Q2 | $5.11M | Hold |
26,250
| – | – | 1.09% | 35 |
|
|
2020
Q1 | $3.77M | Hold |
26,250
| – | – | 1.07% | 30 |
|
|
2019
Q4 | $4.68M | Hold |
26,250
| – | – | 1.27% | 29 |
|
|
2019
Q3 | $4.19M | Hold |
26,250
| – | – | 1.34% | 29 |
|
|
2019
Q2 | $3.1M | Hold |
26,250
| – | – | 1.02% | 33 |
|
|
2019
Q1 | $3.14M | Buy |
+26,250
| New | +$3.14M | 1.07% | 32 |
|