Phillips Wealth Planners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+315
| New | +$290K | 0.26% | 136 |
|
|
2025
Q1 | – | Sell |
-312
| Closed | -$213K | – | 187 |
|
|
2024
Q4 | $213K | Sell |
312
-9
| -3% | -$6.15K | 0.21% | 168 |
|
|
2024
Q3 | $219K | Sell |
321
-6
| -2% | -$4.1K | 0.21% | 175 |
|
|
2024
Q2 | $292K | Sell |
327
-21
| -6% | -$18.7K | 0.31% | 121 |
|
|
2024
Q1 | $241K | Sell |
348
-9
| -3% | -$6.24K | 0.28% | 143 |
|
|
2023
Q4 | $211K | Buy |
+357
| New | +$211K | 0.25% | 148 |
|