PIA
Perennial Investment Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
655
-79
| -11% | -$70.8K | 0.06% | 244 |
|
|
2025
Q1 | $499K | Buy |
734
+75
| +11% | +$51K | 0.06% | 244 |
|
|
2024
Q4 | $415K | Buy |
659
+46
| +8% | +$29K | 0.05% | 248 |
|
|
2024
Q3 | $475K | Buy |
613
+5
| +0.8% | +$3.87K | 0.06% | 220 |
|
|
2024
Q2 | $501K | Buy |
608
+56
| +10% | +$46.2K | 0.07% | 199 |
|
|
2024
Q1 | $386K | Hold |
552
| – | – | 0.06% | 213 |
|
|
2023
Q4 | $321K | Buy |
552
+119
| +27% | +$69.2K | 0.05% | 231 |
|
|
2023
Q3 | $199K | Hold |
433
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $210K | Buy |
+433
| New | +$210K | 0.04% | 301 |
|
|
2022
Q3 | – | Sell |
-1,280
| Closed | -$408K | – | 220 |
|
|
2022
Q2 | $408K | Buy |
1,280
+1
| +0.1% | +$319 | 0.16% | 122 |
|
|
2022
Q1 | $469K | Buy |
+1,279
| New | +$469K | 0.15% | 120 |
|