SVB Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
+425
| New | +$381K | 0.02% | 332 |
|
|
2025
Q1 | – | Sell |
-1,263
| Closed | -$796K | – | 1652 |
|
|
2024
Q4 | $796K | Buy |
+1,263
| New | +$796K | 0.01% | 358 |
|
|
2024
Q3 | – | Sell |
-1,210
| Closed | -$998K | – | 338 |
|
|
2024
Q2 | $998K | Buy |
1,210
+128
| +12% | +$106K | 0.02% | 321 |
|
|
2024
Q1 | $756K | Sell |
1,082
-29
| -3% | -$20.3K | 0.02% | 397 |
|
|
2023
Q4 | $646K | Buy |
1,111
+192
| +21% | +$112K | 0.02% | 417 |
|
|
2023
Q3 | $422K | Sell |
919
-342
| -27% | -$157K | 0.01% | 503 |
|
|
2023
Q2 | $612K | Sell |
1,261
-475
| -27% | -$231K | 0.01% | 436 |
|
|
2023
Q1 | $693K | Sell |
1,736
-428
| -20% | -$171K | 0.01% | 459 |
|
|
2022
Q4 | $816K | Sell |
2,164
-65
| -3% | -$24.5K | 0.01% | 442 |
|
|
2022
Q3 | $674K | Buy |
2,229
+1,047
| +89% | +$317K | 0.01% | 455 |
|
|
2022
Q2 | $377K | Buy |
1,182
+78
| +7% | +$24.9K | 0.01% | 499 |
|
|
2022
Q1 | $405K | Buy |
1,104
+79
| +8% | +$29K | 0.01% | 497 |
|
|
2021
Q4 | $441K | Sell |
1,025
-409
| -29% | -$176K | 0.01% | 475 |
|
|
2021
Q3 | $480K | Buy |
1,434
+89
| +7% | +$29.8K | 0.01% | 611 |
|
|
2021
Q2 | $436K | Buy |
1,345
+507
| +61% | +$164K | 0.01% | 626 |
|
|
2021
Q1 | $277K | Buy |
+838
| New | +$277K | ﹤0.01% | 718 |
|
|
2018
Q4 | – | Sell |
-12,921
| Closed | -$1.31M | – | 422 |
|
|
2018
Q3 | $1.31M | Sell |
12,921
-279
| -2% | -$28.4K | 0.05% | 219 |
|
|
2018
Q2 | $1.35M | Hold |
13,200
| – | – | 0.05% | 216 |
|
|
2018
Q1 | $1.44M | Sell |
13,200
-7,506
| -36% | -$818K | 0.06% | 209 |
|
|
2017
Q4 | $2.18M | Hold |
20,706
| – | – | 0.08% | 173 |
|
|
2017
Q3 | $2.2M | Sell |
20,706
-12
| -0.1% | -$1.27K | 0.08% | 174 |
|
|
2017
Q2 | $1.9M | Buy |
+20,718
| New | +$1.9M | 0.07% | 196 |
|
|
2016
Q1 | – | Sell |
-12,231
| Closed | -$848K | – | 528 |
|
|
2015
Q4 | $848K | Sell |
12,231
-841
| -6% | -$58.3K | 0.03% | 287 |
|
|
2015
Q3 | $654K | Sell |
13,072
-3,896
| -23% | -$195K | 0.03% | 357 |
|
|
2015
Q2 | $954K | Sell |
16,968
-857
| -5% | -$48.2K | 0.03% | 316 |
|
|
2015
Q1 | $1.04M | Sell |
17,825
-4,234
| -19% | -$247K | 0.03% | 310 |
|
|
2014
Q4 | $1.55M | Buy |
+22,059
| New | +$1.55M | 0.05% | 263 |
|