PWM
Pinnacle Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,142
| Closed | -$1.98M | – | 68 |
|
|
2024
Q4 | $1.98M | Sell |
3,142
-30
| -0.9% | -$18.9K | 2.2% | 25 |
|
|
2024
Q3 | $2.46M | Sell |
3,172
-76
| -2% | -$58.9K | 2.94% | 14 |
|
|
2024
Q2 | $2.68M | Buy |
3,248
+123
| +4% | +$101K | 3.35% | 10 |
|
|
2024
Q1 | $2.18M | Sell |
3,125
-2,421
| -44% | -$1.69M | 2.28% | 17 |
|
|
2023
Q4 | $3.22M | Sell |
5,546
-149
| -3% | -$86.6K | 3.69% | 7 |
|
|
2023
Q3 | $2.61M | Buy |
5,695
+1,576
| +38% | +$723K | 3.17% | 8 |
|
|
2023
Q2 | $2M | Buy |
+4,119
| New | +$2M | 2.02% | 16 |
|
|
2022
Q4 | $1.94M | Sell |
5,150
-478
| -8% | -$180K | 2.34% | 5 |
|
|
2022
Q3 | $1.7M | Buy |
5,628
+96
| +2% | +$29K | 2.07% | 19 |
|
|
2022
Q2 | $1.77M | Buy |
5,532
+240
| +5% | +$76.6K | 2.48% | 18 |
|
|
2022
Q1 | $1.94M | Sell |
5,292
-1,222
| -19% | -$447K | 2.26% | 27 |
|
|
2021
Q4 | $2.8M | Buy |
+6,514
| New | +$2.8M | 2.4% | 9 |
|