SWM
Spire Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
13,457
+2,395
| +22% | +$2.11M | 0.43% | 51 |
|
|
2025
Q1 | $7.52M | Sell |
11,062
-1,223
| -10% | -$831K | 0.24% | 91 |
|
|
2024
Q4 | $7.74M | Buy |
12,285
+220
| +2% | +$139K | 0.24% | 89 |
|
|
2024
Q3 | $9.34M | Buy |
12,065
+531
| +5% | +$411K | 0.32% | 70 |
|
|
2024
Q2 | $9.49M | Sell |
11,534
-1,612
| -12% | -$1.33M | 0.34% | 57 |
|
|
2024
Q1 | $22.4M | Sell |
13,146
-721
| -5% | -$1.23M | 0.41% | 49 |
|
|
2023
Q4 | $8.5M | Buy |
13,867
+2,442
| +21% | +$1.5M | 0.28% | 73 |
|
|
2023
Q3 | $5.24M | Sell |
11,425
-4,098
| -26% | -$1.88M | 0.2% | 97 |
|
|
2023
Q2 | $7.53M | Sell |
15,523
-2,109
| -12% | -$1.02M | 0.28% | 75 |
|
|
2023
Q1 | $7.04M | Buy |
17,632
+2,561
| +17% | +$1.02M | 0.27% | 83 |
|
|
2022
Q4 | $5.68M | Sell |
15,071
-637
| -4% | -$240K | 0.32% | 75 |
|
|
2022
Q3 | $4.75M | Sell |
15,708
-11,831
| -43% | -$3.58M | 0.29% | 82 |
|
|
2022
Q2 | $8.79M | Sell |
27,539
-11,606
| -30% | -$3.7M | 0.36% | 71 |
|
|
2022
Q1 | $14.3M | Sell |
39,145
-4,514
| -10% | -$1.65M | 0.38% | 66 |
|
|
2021
Q4 | $18.8M | Buy |
43,659
+1,004
| +2% | +$433K | 0.42% | 56 |
|
|
2021
Q3 | $14.3M | Sell |
42,655
-203
| -0.5% | -$68K | 0.38% | 69 |
|
|
2021
Q2 | $13.9M | Buy |
42,858
+98
| +0.2% | +$31.8K | 0.38% | 66 |
|
|
2021
Q1 | $14.1M | Buy |
+42,760
| New | +$14.1M | 0.37% | 64 |
|