Sound View Wealth Advisors Group’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 | $1.06M | Sell |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $659K | Buy |
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