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Perennial Advisors’s KLA KLAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Hold
1,199
0.2% 65
2025
Q1
$815K Buy
+1,199
New +$815K 0.16% 69
2024
Q2
$1.22M Sell
1,477
-19
-1% -$15.7K 0.27% 63
2024
Q1
$1.05M Hold
1,496
0.24% 64
2023
Q4
$870K Sell
1,496
-1
-0.1% -$581 0.21% 68
2023
Q3
$687K Sell
1,497
-2
-0.1% -$917 0.19% 72
2023
Q2
$727K Buy
+1,499
New +$727K 0.19% 74