OneDigital Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.1M | Sell |
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|
2025
Q2 | $2.58M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $979K | Buy |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $744K | Buy |
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|
2022
Q4 | $675K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $39K | Hold |
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|
2018
Q4 | $29K | Buy |
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