O'Donnell Financial Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
2,888
-115
| -4% | -$103K | 0.99% | 19 |
|
|
2025
Q1 | $2.04M | Sell |
3,003
-110
| -4% | -$74.8K | 0.84% | 20 |
|
|
2024
Q4 | $2.07M | Hold |
3,113
| – | – | 0.87% | 18 |
|
|
2024
Q3 | $2.41M | Hold |
3,113
| – | – | 0.98% | 18 |
|
|
2024
Q2 | $2.57M | Sell |
3,113
-90
| -3% | -$74.2K | 1.14% | 16 |
|
|
2024
Q1 | $2.24M | Hold |
3,203
| – | – | 1.02% | 16 |
|
|
2023
Q4 | $1.86M | Hold |
3,203
| – | – | 0.93% | 17 |
|
|
2023
Q3 | $1.47M | Hold |
3,203
| – | – | 0.82% | 12 |
|
|
2023
Q2 | $1.55M | Sell |
3,203
-370
| -10% | -$179K | 0.94% | 7 |
|
|
2023
Q1 | $1.43M | Sell |
3,573
-55
| -2% | -$22K | 2.54% | 3 |
|
|
2022
Q4 | $1.37M | Hold |
3,628
| – | – | 12.56% | 2 |
|
|
2022
Q3 | $1.1M | Sell |
3,628
-48
| -1% | -$14.5K | 3.82% | 4 |
|
|
2022
Q2 | $1.17M | Hold |
3,676
| – | – | 0.96% | 12 |
|
|
2022
Q1 | $1.35M | Hold |
3,676
| – | – | 0.61% | 15 |
|
|
2021
Q4 | $1.35M | Hold |
3,676
| – | – | 0.62% | 17 |
|
|
2021
Q3 | $1.23M | Buy |
+3,676
| New | +$1.23M | 0.59% | 21 |
|