SFMG Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $875K | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $345K | Buy |
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