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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 |
|