Perigon Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
4,900
-321
| -6% | -$288K | 0.1% | 195 |
|
|
2025
Q1 | $3.55M | Sell |
5,221
-66
| -1% | -$44.9K | 0.09% | 219 |
|
|
2024
Q4 | $3.95M | Buy |
5,287
+3,552
| +205% | +$2.65M | 0.1% | 200 |
|
|
2024
Q3 | $1.34M | Buy |
1,735
+191
| +12% | +$148K | 0.04% | 363 |
|
|
2024
Q2 | $1.27M | Buy |
1,544
+211
| +16% | +$174K | 0.04% | 322 |
|
|
2024
Q1 | $931K | Buy |
1,333
+584
| +78% | +$408K | 0.03% | 386 |
|
|
2023
Q4 | $436K | Buy |
749
+51
| +7% | +$29.7K | 0.01% | 538 |
|
|
2023
Q3 | $320K | Sell |
698
-42
| -6% | -$19.3K | 0.01% | 564 |
|
|
2023
Q2 | $359K | Sell |
740
-85
| -10% | -$41.2K | 0.01% | 547 |
|
|
2023
Q1 | $329K | Buy |
825
+24
| +3% | +$9.58K | 0.02% | 511 |
|
|
2022
Q4 | $302K | Buy |
+801
| New | +$302K | 0.02% | 523 |
|
|
2022
Q2 | – | Sell |
-647
| Closed | -$237K | – | 592 |
|
|
2022
Q1 | $237K | Buy |
647
+24
| +4% | +$8.79K | 0.02% | 541 |
|
|
2021
Q4 | $268K | Buy |
623
+25
| +4% | +$10.8K | 0.02% | 473 |
|
|
2021
Q3 | $200K | Buy |
+598
| New | +$200K | 0.02% | 512 |
|
|
2020
Q4 | – | Sell |
-1,153
| Closed | -$223K | – | 1055 |
|
|
2020
Q3 | $223K | Buy |
+1,153
| New | +$223K | 0.03% | 350 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$1K | – | 641 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 623 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 572 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 609 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 693 |
|