Pinnacle Wealth Planning Services’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
2025
Q1
$381K Buy
2024
Q4
$338K Sell
2024
Q3
$558K Sell
2024
Q2
$595K Sell
2024
Q1
$506K Sell
2023
Q4
$432K Sell
2023
Q3
$343K Sell
2023
Q2
$363K Hold
2023
Q1
$299K Sell
2022
Q4
$285K Sell
2022
Q3
$310K Sell
2022
Q2
$333K Buy
2022
Q1
$203K Buy
2021
Q4
$238K Buy
2021
Q1
Sell
2020
Q4
$106K Buy