Root Financial Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
751
+19
| +3% | +$17K | 0.07% | 96 |
|
|
2025
Q1 | $498K | Buy |
732
+21
| +3% | +$14.3K | 0.05% | 117 |
|
|
2024
Q4 | $448K | Buy |
711
+33
| +5% | +$20.8K | 0.06% | 123 |
|
|
2024
Q3 | $525K | Buy |
678
+20
| +3% | +$15.5K | 0.08% | 86 |
|
|
2024
Q2 | $543K | Buy |
658
+2
| +0.3% | +$1.65K | 0.13% | 64 |
|
|
2024
Q1 | $458K | Buy |
656
+26
| +4% | +$18.2K | 0.14% | 59 |
|
|
2023
Q4 | $366K | Sell |
630
-61
| -9% | -$35.5K | 0.14% | 58 |
|
|
2023
Q3 | $317K | Sell |
691
-50
| -7% | -$22.9K | 0.17% | 55 |
|
|
2023
Q2 | $359K | Sell |
741
-26
| -3% | -$12.6K | 0.21% | 49 |
|
|
2023
Q1 | $306K | Buy |
+767
| New | +$306K | 0.22% | 52 |
|