SWA
SFMG Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
1,140
-3
| -0.3% | -$2.69K | 0.08% | 101 |
|
|
2025
Q1 | $777K | Buy |
1,143
+5
| +0.4% | +$3.4K | 0.06% | 115 |
|
|
2024
Q4 | $717K | Buy |
1,138
+8
| +0.7% | +$5.04K | 0.06% | 118 |
|
|
2024
Q3 | $875K | Buy |
1,130
+1
| +0.1% | +$774 | 0.07% | 104 |
|
|
2024
Q2 | $931K | Buy |
1,129
+1
| +0.1% | +$824 | 0.08% | 94 |
|
|
2024
Q1 | $788K | Buy |
1,128
+6
| +0.5% | +$4.19K | 0.07% | 104 |
|
|
2023
Q4 | $653K | Buy |
1,122
+1
| +0.1% | +$582 | 0.06% | 110 |
|
|
2023
Q3 | $514K | Buy |
1,121
+2
| +0.2% | +$917 | 0.05% | 125 |
|
|
2023
Q2 | $543K | Sell |
1,119
-35
| -3% | -$17K | 0.06% | 116 |
|
|
2023
Q1 | $461K | Buy |
1,154
+48
| +4% | +$19.2K | 0.05% | 137 |
|
|
2022
Q4 | $417K | Buy |
1,106
+2
| +0.2% | +$754 | 0.05% | 151 |
|
|
2022
Q3 | $303K | Buy |
1,104
+2
| +0.2% | +$549 | 0.04% | 171 |
|
|
2022
Q2 | $352K | Buy |
1,102
+2
| +0.2% | +$639 | 0.04% | 160 |
|
|
2022
Q1 | $403K | Sell |
1,100
-3
| -0.3% | -$1.1K | 0.04% | 164 |
|
|
2021
Q4 | $474K | Buy |
1,103
+1
| +0.1% | +$430 | 0.05% | 155 |
|
|
2021
Q3 | $368K | Buy |
1,102
+39
| +4% | +$13K | 0.04% | 175 |
|
|
2021
Q2 | $345K | Buy |
+1,063
| New | +$345K | 0.04% | 181 |
|