Quantum Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
688
| – | – | 0.2% | 85 |
|
|
2025
Q1 | $467K | Hold |
688
| – | – | 0.18% | 100 |
|
|
2024
Q4 | $433K | Sell |
688
-103
| -13% | -$64.9K | 0.14% | 122 |
|
|
2024
Q3 | $612K | Sell |
791
-18
| -2% | -$13.9K | 0.21% | 89 |
|
|
2024
Q2 | $667K | Hold |
809
| – | – | 0.24% | 77 |
|
|
2024
Q1 | $565K | Sell |
809
-3
| -0.4% | -$2.09K | 0.21% | 95 |
|
|
2023
Q4 | $472K | Hold |
812
| – | – | 0.2% | 104 |
|
|
2023
Q3 | $372K | Buy |
812
+34
| +4% | +$15.6K | 0.18% | 117 |
|
|
2023
Q2 | $377K | Sell |
778
-19
| -2% | -$9.21K | 0.17% | 123 |
|
|
2023
Q1 | $318K | Buy |
797
+9
| +1% | +$3.59K | 0.17% | 126 |
|
|
2022
Q4 | $297K | Sell |
788
-13
| -2% | -$4.9K | 0.19% | 125 |
|
|
2022
Q3 | $242K | Buy |
+801
| New | +$242K | 0.15% | 140 |
|
|
2022
Q1 | – | Sell |
-477
| Closed | -$205K | – | 209 |
|
|
2021
Q4 | $205K | Buy |
+477
| New | +$205K | 0.08% | 194 |
|