Prestige Wealth Management Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
385
-14
| -4% | -$12.5K | 0.07% | 131 |
|
|
2025
Q1 | $271K | Buy |
399
+9
| +2% | +$6.12K | 0.06% | 143 |
|
|
2024
Q4 | $246K | Buy |
390
+3
| +0.8% | +$1.89K | 0.05% | 149 |
|
|
2024
Q3 | $300K | Sell |
387
-3
| -0.8% | -$2.32K | 0.06% | 136 |
|
|
2024
Q2 | $322K | Sell |
390
-16
| -4% | -$13.2K | 0.07% | 114 |
|
|
2024
Q1 | $284K | Buy |
406
+2
| +0.5% | +$1.4K | 0.06% | 133 |
|
|
2023
Q4 | $235K | Buy |
404
+27
| +7% | +$15.7K | 0.05% | 130 |
|
|
2023
Q3 | $173K | Buy |
377
+4
| +1% | +$1.84K | 0.04% | 141 |
|
|
2023
Q2 | $181K | Sell |
373
-26
| -7% | -$12.6K | 0.04% | 153 |
|
|
2023
Q1 | $159K | Buy |
399
+77
| +24% | +$30.7K | 0.04% | 156 |
|
|
2022
Q4 | $121K | Buy |
322
+41
| +15% | +$15.5K | 0.03% | 171 |
|
|
2022
Q3 | $85K | Buy |
281
+21
| +8% | +$6.35K | 0.02% | 184 |
|
|
2022
Q2 | $83K | Buy |
260
+84
| +48% | +$26.8K | 0.02% | 193 |
|
|
2022
Q1 | $64K | Buy |
176
+14
| +9% | +$5.09K | 0.02% | 225 |
|
|
2021
Q4 | $70K | Buy |
162
+29
| +22% | +$12.5K | 0.02% | 233 |
|
|
2021
Q3 | $44K | Buy |
133
+32
| +32% | +$10.6K | 0.01% | 272 |
|
|
2021
Q2 | $33K | Buy |
101
+92
| +1,022% | +$30.1K | 0.01% | 287 |
|
|
2021
Q1 | $3K | Sell |
9
-11
| -55% | -$3.67K | ﹤0.01% | 722 |
|
|
2020
Q4 | $5K | Buy |
20
+14
| +233% | +$3.5K | ﹤0.01% | 585 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 788 |
|
|
2020
Q2 | $1K | Sell |
6
-7
| -54% | -$1.17K | ﹤0.01% | 789 |
|
|
2020
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 648 |
|
|
2019
Q2 | – | Sell |
-178
| Closed | -$21K | – | 499 |
|
|
2019
Q1 | $21K | Buy |
178
+171
| +2,443% | +$20.2K | 0.01% | 273 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1049 |
|