PF
Phoenix Financial’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
1,260
+81
| +7% | +$72.5K | 0.01% | 223 |
|
|
2025
Q1 | $804K | Sell |
1,179
-418
| -26% | -$285K | 0.01% | 226 |
|
|
2024
Q4 | $1.01M | Sell |
1,597
-58
| -4% | -$36.6K | 0.01% | 220 |
|
|
2024
Q3 | $1.28M | Buy |
1,655
+233
| +16% | +$181K | 0.02% | 208 |
|
|
2024
Q2 | $1.16M | Buy |
1,422
+333
| +31% | +$272K | 0.02% | 206 |
|
|
2024
Q1 | $759K | Sell |
1,089
-6,633
| -86% | -$4.62M | 0.01% | 240 |
|
|
2023
Q4 | $4.64M | Sell |
7,722
-434
| -5% | -$261K | 0.08% | 121 |
|
|
2023
Q3 | $3.74M | Buy |
8,156
+420
| +5% | +$193K | 0.07% | 123 |
|
|
2023
Q2 | $3.74M | Buy |
7,736
+497
| +7% | +$241K | 0.08% | 107 |
|
|
2023
Q1 | $2.88M | Buy |
7,239
+922
| +15% | +$367K | 0.06% | 124 |
|
|
2022
Q4 | $2.39M | Buy |
6,317
+271
| +4% | +$102K | 0.05% | 124 |
|
|
2022
Q3 | $1.85M | Sell |
6,046
-52,771
| -90% | -$16.1M | 0.04% | 154 |
|
|
2022
Q2 | $18.8M | Sell |
58,817
-7,690
| -12% | -$2.45M | 0.38% | 66 |
|
|
2022
Q1 | $24.4M | Buy |
66,507
+42,737
| +180% | +$15.7M | 0.41% | 65 |
|
|
2021
Q4 | $10.2M | Buy |
+23,770
| New | +$10.2M | 0.17% | 98 |
|
|
2020
Q2 | – | Sell |
-6,522
| Closed | -$909K | – | 339 |
|
|
2020
Q1 | $909K | Buy |
+6,522
| New | +$909K | 0.05% | 214 |
|