Smith Salley Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
846
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $575K | Sell |
846
-273
| -24% | -$186K | 0.04% | 167 |
|
|
2024
Q4 | $705K | Sell |
1,119
-85
| -7% | -$53.6K | 0.05% | 158 |
|
|
2024
Q3 | $932K | Sell |
1,204
-28
| -2% | -$21.7K | 0.06% | 144 |
|
|
2024
Q2 | $1.02M | Sell |
1,232
-12
| -1% | -$9.89K | 0.07% | 136 |
|
|
2024
Q1 | $869K | Buy |
1,244
+132
| +12% | +$92.2K | 0.07% | 137 |
|
|
2023
Q4 | $646K | Sell |
1,112
-13
| -1% | -$7.56K | 0.04% | 164 |
|
|
2023
Q3 | $516K | Sell |
1,125
-27
| -2% | -$12.4K | 0.04% | 172 |
|
|
2023
Q2 | $559K | Sell |
1,152
-30
| -3% | -$14.6K | 0.04% | 158 |
|
|
2023
Q1 | $472K | Sell |
1,182
-12
| -1% | -$4.79K | 0.04% | 176 |
|
|
2022
Q4 | $450K | Sell |
1,194
-112
| -9% | -$42.2K | 0.04% | 170 |
|
|
2022
Q3 | $395K | Buy |
1,306
+5
| +0.4% | +$1.51K | 0.04% | 176 |
|
|
2022
Q2 | $415K | Hold |
1,301
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $476K | Sell |
1,301
-62
| -5% | -$22.7K | 0.04% | 183 |
|
|
2021
Q4 | $586K | Buy |
1,363
+60
| +5% | +$25.8K | 0.04% | 180 |
|
|
2021
Q3 | $436K | Hold |
1,303
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $422K | Sell |
1,303
-155
| -11% | -$50.2K | 0.03% | 193 |
|
|
2021
Q1 | $482K | Sell |
1,458
-122
| -8% | -$40.3K | 0.04% | 173 |
|
|
2020
Q4 | $409K | Hold |
1,580
| – | – | 0.04% | 165 |
|
|
2020
Q3 | $306K | Sell |
1,580
-6
| -0.4% | -$1.16K | 0.04% | 165 |
|
|
2020
Q2 | $308K | Hold |
1,586
| – | – | 0.04% | 160 |
|
|
2020
Q1 | $228K | Sell |
1,586
-6
| -0.4% | -$863 | 0.04% | 166 |
|
|
2019
Q4 | $284K | Sell |
1,592
-71
| -4% | -$12.7K | 0.04% | 170 |
|
|
2019
Q3 | $265K | Buy |
+1,663
| New | +$265K | 0.04% | 169 |
|