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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $162K | Hold |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $89.9K | Hold |
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|
2023
Q2 | $95.1K | Sell |
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|
2023
Q1 | $94.2K | Buy |
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|
2022
Q4 | $73.9K | Sell |
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|
2022
Q3 | $64K | Sell |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $31K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $1K | Sell |
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|
2016
Q2 | $5K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $54K | Buy |
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