SMA
Sage Mountain Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
1,137
+256
| +29% | +$229K | 0.07% | 139 |
|
|
2025
Q1 | $599K | Buy |
881
+135
| +18% | +$91.7K | 0.04% | 193 |
|
|
2024
Q4 | $470K | Sell |
746
-64
| -8% | -$40.3K | 0.03% | 220 |
|
|
2024
Q3 | $627K | Buy |
810
+63
| +8% | +$48.8K | 0.05% | 163 |
|
|
2024
Q2 | $616K | Buy |
747
+63
| +9% | +$51.9K | 0.06% | 149 |
|
|
2024
Q1 | $478K | Buy |
684
+14
| +2% | +$9.78K | 0.05% | 167 |
|
|
2023
Q4 | $389K | Buy |
670
+12
| +2% | +$6.98K | 0.05% | 161 |
|
|
2023
Q3 | $302K | Sell |
658
-12
| -2% | -$5.5K | 0.04% | 186 |
|
|
2023
Q2 | $325K | Buy |
670
+4
| +0.6% | +$1.94K | 0.05% | 168 |
|
|
2023
Q1 | $266K | Buy |
+666
| New | +$266K | 0.04% | 184 |
|