Schechter Investment Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $761K | Buy |
1,120
+12
| +1% | +$8.16K | 0.06% | 276 |
|
|
2024
Q4 | $698K | Sell |
1,108
-33
| -3% | -$20.8K | 0.05% | 313 |
|
|
2024
Q3 | $883K | Buy |
1,141
+18
| +2% | +$13.9K | 0.07% | 275 |
|
|
2024
Q2 | $926K | Sell |
1,123
-17
| -1% | -$14K | 0.07% | 254 |
|
|
2024
Q1 | $796K | Buy |
1,140
+8
| +0.7% | +$5.59K | 0.06% | 286 |
|
|
2023
Q4 | $658K | Sell |
1,132
-11
| -1% | -$6.39K | 0.06% | 303 |
|
|
2023
Q3 | $524K | Buy |
1,143
+9
| +0.8% | +$4.13K | 0.05% | 332 |
|
|
2023
Q2 | $550K | Sell |
1,134
-11
| -1% | -$5.33K | 0.05% | 368 |
|
|
2023
Q1 | $457K | Sell |
1,145
-8
| -0.7% | -$3.19K | 0.04% | 433 |
|
|
2022
Q4 | $435K | Buy |
1,153
+126
| +12% | +$47.5K | 0.04% | 536 |
|
|
2022
Q3 | $311K | Sell |
1,027
-997
| -49% | -$302K | 0.03% | 688 |
|
|
2022
Q2 | $646K | Buy |
2,024
+269
| +15% | +$85.9K | 0.06% | 441 |
|
|
2022
Q1 | $643K | Sell |
1,755
-314
| -15% | -$115K | 0.06% | 453 |
|
|
2021
Q4 | $890K | Buy |
+2,069
| New | +$890K | 0.08% | 344 |
|