PDS Planning’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
766
+119
| +18% | +$107K | 0.05% | 181 |
|
|
2025
Q1 | $440K | Buy |
647
+59
| +10% | +$40.1K | 0.04% | 228 |
|
|
2024
Q4 | $371K | Buy |
588
+72
| +14% | +$45.4K | 0.03% | 239 |
|
|
2024
Q3 | $400K | Sell |
516
-1
| -0.2% | -$774 | 0.04% | 232 |
|
|
2024
Q2 | $426K | Buy |
517
+48
| +10% | +$39.6K | 0.04% | 197 |
|
|
2024
Q1 | $328K | Buy |
469
+7
| +2% | +$4.89K | 0.03% | 234 |
|
|
2023
Q4 | $269K | Hold |
462
| – | – | 0.03% | 254 |
|
|
2023
Q3 | $212K | Buy |
462
+17
| +4% | +$7.8K | 0.03% | 288 |
|
|
2023
Q2 | $216K | Buy |
+445
| New | +$216K | 0.03% | 276 |
|