Pinion Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
283
-73
| -21% | -$65.4K | 0.09% | 145 |
|
|
2025
Q1 | $242K | Buy |
356
+4
| +1% | +$2.72K | 0.05% | 141 |
|
|
2024
Q4 | $222K | Hold |
352
| – | – | 0.09% | 146 |
|
|
2024
Q3 | $273K | Buy |
352
+2
| +0.6% | +$1.55K | 0.11% | 134 |
|
|
2024
Q2 | $289K | Sell |
350
-60
| -15% | -$49.5K | 0.14% | 121 |
|
|
2024
Q1 | $286K | Buy |
+410
| New | +$286K | 0.15% | 123 |
|
|
2023
Q4 | – | Sell |
-449
| Closed | -$206K | – | 162 |
|
|
2023
Q3 | $206K | Buy |
+449
| New | +$206K | 0.13% | 153 |
|