OneDigital Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
2,882
-6
| -0.2% | -$5.37K | 0.03% | 366 |
|
|
2025
Q1 | $1.96M | Sell |
2,888
-376
| -12% | -$256K | 0.02% | 411 |
|
|
2024
Q4 | $2.06M | Sell |
3,264
-235
| -7% | -$148K | 0.02% | 412 |
|
|
2024
Q3 | $2.71M | Buy |
3,499
+130
| +4% | +$101K | 0.03% | 367 |
|
|
2024
Q2 | $2.78M | Buy |
3,369
+947
| +39% | +$781K | 0.03% | 345 |
|
|
2024
Q1 | $1.69M | Buy |
2,422
+139
| +6% | +$97.1K | 0.03% | 381 |
|
|
2023
Q4 | $1.33M | Buy |
2,283
+149
| +7% | +$86.6K | 0.02% | 398 |
|
|
2023
Q3 | $979K | Buy |
2,134
+288
| +16% | +$132K | 0.02% | 428 |
|
|
2023
Q2 | $895K | Sell |
1,846
-18
| -1% | -$8.73K | 0.02% | 439 |
|
|
2023
Q1 | $744K | Buy |
1,864
+75
| +4% | +$29.9K | 0.02% | 480 |
|
|
2022
Q4 | $675K | Buy |
+1,789
| New | +$675K | 0.02% | 445 |
|
|
2019
Q3 | – | Sell |
-328
| Closed | -$39K | – | 837 |
|
|
2019
Q2 | $39K | Hold |
328
| – | – | ﹤0.01% | 622 |
|
|
2019
Q1 | $39K | Hold |
328
| – | – | 0.01% | 539 |
|
|
2018
Q4 | $29K | Buy |
+328
| New | +$29K | ﹤0.01% | 585 |
|