PPWM
Paragon Private Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
1,673
+189
| +13% | +$169K | 0.6% | 45 |
|
|
2025
Q1 | $1.01M | Buy |
1,484
+40
| +3% | +$27.2K | 0.47% | 66 |
|
|
2024
Q4 | $910K | Buy |
1,444
+138
| +11% | +$87K | 0.42% | 65 |
|
|
2024
Q3 | $1.01M | Buy |
1,306
+171
| +15% | +$132K | 0.5% | 59 |
|
|
2024
Q2 | $936K | Buy |
1,135
+52
| +5% | +$42.9K | 0.53% | 56 |
|
|
2024
Q1 | $757K | Buy |
1,083
+45
| +4% | +$31.4K | 0.45% | 72 |
|
|
2023
Q4 | $603K | Buy |
1,038
+24
| +2% | +$14K | 0.42% | 74 |
|
|
2023
Q3 | $465K | Buy |
1,014
+51
| +5% | +$23.4K | 0.38% | 78 |
|
|
2023
Q2 | $467K | Buy |
963
+23
| +2% | +$11.2K | 0.37% | 80 |
|
|
2023
Q1 | $375K | Buy |
940
+50
| +6% | +$20K | 0.32% | 91 |
|
|
2022
Q4 | $336K | Buy |
890
+119
| +15% | +$44.9K | 0.3% | 89 |
|
|
2022
Q3 | $235K | Buy |
+771
| New | +$235K | 0.23% | 106 |
|