NewEdge Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5M | Sell |
54,302
-23,067
| -30% | -$21M | 0.78% | 24 |
|
|
2025
Q1 | $52.6M | Sell |
77,369
-752
| -1% | -$511K | 0.95% | 19 |
|
|
2024
Q4 | $49.2M | Buy |
78,121
+5,257
| +7% | +$3.31M | 0.85% | 23 |
|
|
2024
Q3 | $56.4M | Buy |
72,864
+1,815
| +3% | +$1.41M | 1.02% | 16 |
|
|
2024
Q2 | $58.6M | Buy |
71,049
+259
| +0.4% | +$214K | 1.27% | 9 |
|
|
2024
Q1 | $48.3M | Sell |
70,790
-11,850
| -14% | -$8.08M | 1.08% | 14 |
|
|
2023
Q4 | $48M | Buy |
82,640
+10,235
| +14% | +$5.95M | 1.23% | 10 |
|
|
2023
Q3 | $33.2M | Buy |
72,405
+16,742
| +30% | +$7.68M | 1.05% | 16 |
|
|
2023
Q2 | $27M | Buy |
55,663
+1,350
| +2% | +$655K | 0.9% | 22 |
|
|
2023
Q1 | $21.7M | Buy |
54,313
+3,199
| +6% | +$1.28M | 0.82% | 25 |
|
|
2022
Q4 | $19.3M | Buy |
51,114
+14,621
| +40% | +$5.51M | 0.83% | 27 |
|
|
2022
Q3 | $11M | Buy |
36,493
+35,609
| +4,028% | +$10.8M | 0.52% | 56 |
|
|
2022
Q2 | $282K | Buy |
+884
| New | +$282K | 0.01% | 476 |
|