Sound View Wealth Advisors Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
1,182
-45
| -4% | -$40.3K | 0.08% | 181 |
|
|
2025
Q1 | $834K | Buy |
1,227
+40
| +3% | +$27.2K | 0.07% | 196 |
|
|
2024
Q4 | $748K | Buy |
1,187
+154
| +15% | +$97K | 0.06% | 213 |
|
|
2024
Q3 | $800K | Buy |
1,033
+67
| +7% | +$51.9K | 0.07% | 207 |
|
|
2024
Q2 | $796K | Sell |
966
-145
| -13% | -$120K | 0.08% | 180 |
|
|
2024
Q1 | $776K | Sell |
1,111
-22
| -2% | -$15.4K | 0.08% | 188 |
|
|
2023
Q4 | $659K | Sell |
1,133
-74
| -6% | -$43K | 0.07% | 207 |
|
|
2023
Q3 | $554K | Buy |
1,207
+78
| +7% | +$35.8K | 0.07% | 207 |
|
|
2023
Q2 | $548K | Buy |
1,129
+24
| +2% | +$11.6K | 0.07% | 211 |
|
|
2023
Q1 | $441K | Sell |
1,105
-28
| -2% | -$11.2K | 0.06% | 231 |
|
|
2022
Q4 | $659K | Buy |
+1,133
| New | +$659K | 0.07% | 207 |
|