Plante Moran Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Hold |
2,040
| – | – | 0.02% | 126 |
|
|
2025
Q4 | $248K | Sell |
2,040
-10
| -0.5% | -$1.17K | 0.02% | 156 |
|
|
2025
Q3 | $221K | Buy |
2,050
+90
| +5% | +$8.4K | 0.01% | 158 |
|
|
2025
Q2 | $176K | Hold |
1,960
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $133K | Hold |
1,960
| – | – | 0.01% | 208 |
|
|
2024
Q4 | $124K | Hold |
1,960
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $152K | Hold |
1,960
| – | – | 0.01% | 211 |
|
|
2024
Q2 | $162K | Hold |
1,960
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $137K | Sell |
1,960
-30
| -2% | -$1.93K | 0.01% | 209 |
|
|
2023
Q4 | $116K | Buy |
1,990
+30
| +2% | +$1.56K | 0.01% | 232 |
|
|
2023
Q3 | $89.9K | Hold |
1,960
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $95.1K | Sell |
1,960
-400
| -17% | -$16.7K | 0.01% | 237 |
|
|
2023
Q1 | $94.2K | Buy |
2,360
+400
| +20% | +$15.8K | 0.01% | 234 |
|
|
2022
Q4 | $73.9K | Sell |
1,960
-160
| -8% | -$5.58K | 0.01% | 265 |
|
|
2022
Q3 | $64K | Sell |
2,120
-210
| -9% | -$7.27K | 0.01% | 277 |
|
|
2022
Q2 | $74K | Buy |
2,330
+210
| +10% | +$7.06K | 0.01% | 257 |
|
|
2022
Q1 | $78K | Sell |
2,120
-390
| -16% | -$14.6K | 0.01% | 264 |
|
|
2021
Q4 | $108K | Buy |
2,510
+390
| +18% | +$15.1K | 0.02% | 239 |
|
|
2021
Q3 | $71K | Hold |
2,120
| – | – | 0.02% | 317 |
|
|
2021
Q2 | $69K | Buy |
2,120
+180
| +9% | +$5.77K | 0.02% | 308 |
|
|
2021
Q1 | $64K | Hold |
1,940
| – | – | 0.02% | 311 |
|
|
2020
Q4 | $50K | Buy |
1,940
+160
| +9% | +$3.73K | 0.02% | 363 |
|
|
2020
Q3 | $34K | Hold |
1,780
| – | – | 0.01% | 387 |
|
|
2020
Q2 | $35K | Sell |
1,780
-270
| -13% | -$4.62K | 0.01% | 345 |
|
|
2020
Q1 | $29K | Buy |
+2,050
| New | +$33K | 0.01% | 334 |
|
|
2018
Q3 | – | Sell |
-3,000
| Closed | -$31K | – | 810 |
|
|
2018
Q2 | $31K | Buy |
+3,000
| New | +$32.6K | 0.02% | 414 |
|
|
2017
Q3 | – | Sell |
-210
| Closed | -$2K | – | 837 |
|
|
2017
Q2 | $2K | Hold |
210
| – | – | ﹤0.01% | 747 |
|
|
2017
Q1 | $2K | Hold |
210
| – | – | ﹤0.01% | 795 |
|
|
2016
Q4 | $2K | Hold |
210
| – | – | ﹤0.01% | 856 |
|
|
2016
Q3 | $1K | Sell |
210
-510
| -71% | -$3.67K | ﹤0.01% | 892 |
|
|
2016
Q2 | $5K | Buy |
+720
| New | +$5.16K | ﹤0.01% | 637 |
|
|
2015
Q3 | – | Sell |
-90
| Closed | -$1K | – | 733 |
|
|
2015
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 702 |
|
|
2015
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 695 |
|
|
2014
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 783 |
|
|
2014
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 770 |
|
|
2014
Q2 | $1K | Buy |
+90
| New | +$597 | ﹤0.01% | 797 |
|
|
2014
Q1 | – | Sell |
-8,350
| Closed | -$54K | – | 663 |
|
|
2013
Q4 | $54K | Buy |
+8,350
| New | +$52.7K | 0.03% | 224 |
|
Other funds holding KLAC
VCM
VPM
