Pacific Capital Wealth Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48
Closed -$30.2K 235
2024
Q4
$30.2K Hold
48
0.01% 187
2024
Q3
$37.2K Buy
48
+30
+167% +$23.2K 0.01% 184
2024
Q2
$14.8K Buy
18
+9
+100% +$7.42K ﹤0.01% 270
2024
Q1
$6.29K Buy
+9
New +$6.29K ﹤0.01% 275