SWM
SeaCrest Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
2,187
-64
| -3% | -$57.3K | 0.21% | 93 |
|
|
2025
Q1 | $1.53M | Buy |
2,251
+115
| +5% | +$78.2K | 0.17% | 113 |
|
|
2024
Q4 | $1.35M | Sell |
2,136
-4,219
| -66% | -$2.66M | 0.14% | 133 |
|
|
2024
Q3 | $4.92M | Buy |
6,355
+2,116
| +50% | +$1.64M | 0.53% | 25 |
|
|
2024
Q2 | $3.5M | Sell |
4,239
-73
| -2% | -$60.2K | 0.4% | 39 |
|
|
2024
Q1 | $3.01M | Buy |
4,312
+23
| +0.5% | +$16.1K | 0.37% | 43 |
|
|
2023
Q4 | $2.33M | Sell |
4,289
-185
| -4% | -$101K | 0.29% | 61 |
|
|
2023
Q3 | $2.05M | Sell |
4,474
-238
| -5% | -$109K | 0.27% | 70 |
|
|
2023
Q2 | $2.29M | Buy |
4,712
+846
| +22% | +$410K | 0.29% | 62 |
|
|
2023
Q1 | $1.54M | Sell |
3,866
-197
| -5% | -$78.6K | 0.21% | 97 |
|
|
2022
Q4 | $1.53M | Buy |
4,063
+7
| +0.2% | +$2.64K | 0.22% | 93 |
|
|
2022
Q3 | $1.23M | Buy |
4,056
+32
| +0.8% | +$9.68K | 0.19% | 117 |
|
|
2022
Q2 | $1.28M | Buy |
4,024
+144
| +4% | +$45.9K | 0.16% | 124 |
|
|
2022
Q1 | $1.42M | Buy |
3,880
+94
| +2% | +$34.4K | 0.16% | 130 |
|
|
2021
Q4 | $1.63M | Sell |
3,786
-166
| -4% | -$71.4K | 0.18% | 112 |
|
|
2021
Q3 | $1.32M | Buy |
3,952
+185
| +5% | +$61.9K | 0.16% | 134 |
|
|
2021
Q2 | $1.22M | Buy |
3,767
+1,668
| +79% | +$541K | 0.15% | 146 |
|
|
2021
Q1 | $693K | Sell |
2,099
-2,133
| -50% | -$704K | 0.09% | 239 |
|
|
2020
Q4 | $1.1M | Sell |
4,232
-23
| -0.5% | -$5.96K | 0.15% | 140 |
|
|
2020
Q3 | $824K | Buy |
+4,255
| New | +$824K | 0.13% | 171 |
|
|
2019
Q2 | – | Sell |
-165
| Closed | -$20K | – | 1226 |
|
|
2019
Q1 | $20K | Sell |
165
-11
| -6% | -$1.33K | ﹤0.01% | 1289 |
|
|
2018
Q4 | $16K | Sell |
176
-2
| -1% | -$182 | ﹤0.01% | 1327 |
|
|
2018
Q3 | $18K | Sell |
178
-22
| -11% | -$2.23K | ﹤0.01% | 1421 |
|
|
2018
Q2 | $21K | Buy |
200
+52
| +35% | +$5.46K | ﹤0.01% | 1343 |
|
|
2018
Q1 | $16K | Buy |
148
+88
| +147% | +$9.51K | ﹤0.01% | 1410 |
|
|
2017
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1761 |
|