Petrus Trust Company’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-460
| Closed | -$313K | – | 622 |
|
|
2025
Q1 | $313K | Sell |
460
-353
| -43% | -$240K | 0.03% | 379 |
|
|
2024
Q4 | $512K | Buy |
+813
| New | +$512K | 0.05% | 202 |
|
|
2019
Q1 | – | Sell |
-3,203
| Closed | -$287K | – | 292 |
|
|
2018
Q4 | $287K | Buy |
+3,203
| New | +$287K | 0.06% | 99 |
|
|
2018
Q3 | – | Sell |
-3,039
| Closed | -$312K | – | 293 |
|
|
2018
Q2 | $312K | Buy |
+3,039
| New | +$312K | 0.07% | 115 |
|
|
2018
Q1 | – | Sell |
-2,599
| Closed | -$273K | – | 192 |
|
|
2017
Q4 | $273K | Buy |
+2,599
| New | +$273K | 0.07% | 111 |
|
|
2017
Q3 | – | Sell |
-2,336
| Closed | -$214K | – | 201 |
|
|
2017
Q2 | $214K | Buy |
+2,336
| New | +$214K | 0.05% | 145 |
|