Roberts Capital Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
1,228
| – | – | 0.81% | 29 |
|
|
2025
Q1 | $835K | Hold |
1,228
| – | – | 0.73% | 38 |
|
|
2024
Q4 | $774K | Hold |
1,228
| – | – | 0.65% | 46 |
|
|
2024
Q3 | $951K | Hold |
1,228
| – | – | 0.81% | 34 |
|
|
2024
Q2 | $858K | Hold |
1,228
| – | – | 0.82% | 37 |
|
|
2024
Q1 | $858K | Buy |
+1,228
| New | +$858K | 0.82% | 37 |
|
|
2022
Q3 | $399K | Hold |
1,317
| – | – | 0.58% | 53 |
|
|
2022
Q2 | $420K | Hold |
1,317
| – | – | 0.58% | 59 |
|
|
2022
Q1 | $482K | Hold |
1,317
| – | – | 0.5% | 67 |
|
|
2021
Q4 | $566K | Buy |
+1,317
| New | +$566K | 0.53% | 62 |
|