Summit Trail Advisors’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 | $3.42M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
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