PWMAG
Pinnacle Wealth Management Advisory Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
2,983
+182
| +6% | +$163K | 0.22% | 88 |
|
|
2025
Q1 | $1.9M | Buy |
2,801
+102
| +4% | +$69.3K | 0.18% | 97 |
|
|
2024
Q4 | $1.7M | Buy |
2,699
+92
| +4% | +$58K | 0.16% | 102 |
|
|
2024
Q3 | $2.02M | Buy |
2,607
+65
| +3% | +$50.3K | 0.19% | 92 |
|
|
2024
Q2 | $2.1M | Buy |
2,542
+273
| +12% | +$225K | 0.22% | 89 |
|
|
2024
Q1 | $1.59M | Sell |
2,269
-20
| -0.9% | -$14K | 0.17% | 96 |
|
|
2023
Q4 | $1.33M | Sell |
2,289
-22
| -1% | -$12.8K | 0.16% | 101 |
|
|
2023
Q3 | $1.06M | Sell |
2,311
-94
| -4% | -$43.1K | 0.14% | 109 |
|
|
2023
Q2 | $1.17M | Sell |
2,405
-149
| -6% | -$72.3K | 0.15% | 108 |
|
|
2023
Q1 | $1.02M | Buy |
2,554
+155
| +6% | +$61.9K | 0.14% | 114 |
|
|
2022
Q4 | $904K | Sell |
2,399
-376
| -14% | -$142K | 0.14% | 118 |
|
|
2022
Q3 | $840K | Buy |
2,775
+55
| +2% | +$16.6K | 0.14% | 112 |
|
|
2022
Q2 | $868K | Buy |
2,720
+235
| +9% | +$75K | 0.14% | 117 |
|
|
2022
Q1 | $910K | Sell |
2,485
-50
| -2% | -$18.3K | 0.13% | 125 |
|
|
2021
Q4 | $1.09M | Sell |
2,535
-5
| -0.2% | -$2.15K | 0.18% | 111 |
|
|
2021
Q3 | $850K | Sell |
2,540
-40
| -2% | -$13.4K | 0.2% | 110 |
|
|
2021
Q2 | $836K | Sell |
2,580
-65
| -2% | -$21.1K | 0.2% | 110 |
|
|
2021
Q1 | $874K | Hold |
2,645
| – | – | 0.25% | 88 |
|
|
2020
Q4 | $685K | Sell |
2,645
-85
| -3% | -$22K | 0.21% | 98 |
|
|
2020
Q3 | $529K | Sell |
2,730
-105
| -4% | -$20.3K | 0.18% | 107 |
|
|
2020
Q2 | $551K | Sell |
2,835
-115
| -4% | -$22.4K | 0.2% | 103 |
|
|
2020
Q1 | $424K | Sell |
2,950
-790
| -21% | -$114K | 0.21% | 102 |
|
|
2019
Q4 | $666K | Sell |
3,740
-190
| -5% | -$33.8K | 0.25% | 99 |
|
|
2019
Q3 | $627K | Buy |
3,930
+30
| +0.8% | +$4.79K | 0.26% | 94 |
|
|
2019
Q2 | $461K | Buy |
3,900
+10
| +0.3% | +$1.18K | 0.2% | 114 |
|
|
2019
Q1 | $465K | Buy |
3,890
+865
| +29% | +$103K | 0.21% | 105 |
|
|
2018
Q4 | $271K | Buy |
+3,025
| New | +$271K | 0.15% | 133 |
|