TWA
Tandem Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
1,043
+16
| +2% | +$14.3K | 0.46% | 22 |
|
|
2025
Q1 | $698K | Buy |
1,027
+90
| +10% | +$61.2K | 0.37% | 24 |
|
|
2024
Q4 | $590K | Buy |
937
+224
| +31% | +$141K | 0.3% | 25 |
|
|
2024
Q3 | $552K | Buy |
713
+64
| +10% | +$49.6K | 0.28% | 27 |
|
|
2024
Q2 | $535K | Hold |
649
| – | – | 0.29% | 25 |
|
|
2024
Q1 | $453K | Sell |
649
-61
| -9% | -$42.6K | 0.25% | 28 |
|
|
2023
Q4 | $413K | Sell |
710
-23
| -3% | -$13.4K | 0.24% | 27 |
|
|
2023
Q3 | $336K | Buy |
733
+13
| +2% | +$5.96K | 0.21% | 32 |
|
|
2023
Q2 | $349K | Buy |
720
+199
| +38% | +$96.5K | 0.21% | 31 |
|
|
2023
Q1 | $208K | Buy |
+521
| New | +$208K | 0.13% | 44 |
|