PPWP
Premier Path Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
518
-3
| -0.6% | -$2.69K | 0.06% | 260 |
|
|
2025
Q1 | $354K | Buy |
521
+86
| +20% | +$58.4K | 0.06% | 278 |
|
|
2024
Q4 | $274K | Sell |
435
-76
| -15% | -$47.9K | 0.04% | 317 |
|
|
2024
Q3 | $395K | Sell |
511
-14
| -3% | -$10.8K | 0.06% | 260 |
|
|
2024
Q2 | $433K | Buy |
525
+73
| +16% | +$60.2K | 0.07% | 246 |
|
|
2024
Q1 | $316K | Buy |
452
+3
| +0.7% | +$2.09K | 0.06% | 266 |
|
|
2023
Q4 | $261K | Buy |
+449
| New | +$261K | 0.06% | 281 |
|