SAG
SageView Advisory Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
294
-136
| -32% | -$126K | 0.01% | 524 |
|
|
2025
Q1 | $292K | Sell |
430
-7
| -2% | -$4.76K | 0.01% | 476 |
|
|
2024
Q4 | $276K | Buy |
+437
| New | +$276K | 0.01% | 482 |
|
|
2024
Q3 | – | Sell |
-677
| Closed | -$558K | – | 541 |
|
|
2024
Q2 | $558K | Buy |
+677
| New | +$558K | 0.03% | 317 |
|
|
2024
Q1 | – | Sell |
-605
| Closed | -$360K | – | 661 |
|
|
2023
Q4 | $360K | Buy |
+605
| New | +$360K | 0.02% | 459 |
|