OWA
Outlook Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
559
-12
| -2% | -$10.8K | 0.13% | 143 |
|
|
2025
Q1 | $388K | Buy |
571
+8
| +1% | +$5.44K | 0.11% | 183 |
|
|
2024
Q4 | $355K | Buy |
563
+107
| +23% | +$67.4K | 0.1% | 203 |
|
|
2024
Q3 | $353K | Buy |
456
+28
| +7% | +$21.7K | 0.1% | 195 |
|
|
2024
Q2 | $353K | Sell |
428
-115
| -21% | -$94.8K | 0.11% | 182 |
|
|
2024
Q1 | $379K | Buy |
543
+96
| +21% | +$67.1K | 0.12% | 170 |
|
|
2023
Q4 | $260K | Buy |
+447
| New | +$260K | 0.09% | 185 |
|