THWM
Taylor Hoffman Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.83M | Hold |
3,420
| – | – | 1.15% | 33 |
|
|
2024
Q1 | $2.39M | Sell |
3,420
-49
| -1% | -$34.2K | 1.01% | 34 |
|
|
2023
Q4 | $2.02M | Sell |
3,469
-24
| -0.7% | -$14K | 0.91% | 34 |
|
|
2023
Q3 | $1.6M | Sell |
3,493
-10
| -0.3% | -$4.59K | 0.83% | 34 |
|
|
2023
Q2 | $1.7M | Sell |
3,503
-462
| -12% | -$224K | 0.85% | 34 |
|
|
2023
Q1 | $1.58M | Hold |
3,965
| – | – | 0.87% | 36 |
|
|
2022
Q4 | $1.49M | Sell |
3,965
-98
| -2% | -$36.9K | 0.92% | 38 |
|
|
2022
Q3 | $1.23M | Hold |
4,063
| – | – | 0.64% | 53 |
|
|
2022
Q2 | $1.2M | Sell |
4,063
-369
| -8% | -$109K | 0.59% | 56 |
|
|
2022
Q1 | $1.62M | Sell |
4,432
-302
| -6% | -$111K | 0.65% | 51 |
|
|
2021
Q4 | $2.04M | Sell |
4,734
-12
| -0.3% | -$5.16K | 0.77% | 46 |
|
|
2021
Q3 | $1.59M | Sell |
4,746
-88
| -2% | -$29.5K | 0.68% | 53 |
|
|
2021
Q2 | $1.57M | Sell |
4,834
-299
| -6% | -$96.9K | 0.68% | 52 |
|
|
2021
Q1 | $1.7M | Sell |
5,133
-175
| -3% | -$57.8K | 0.78% | 49 |
|
|
2020
Q4 | $1.37M | Hold |
5,308
| – | – | 0.7% | 49 |
|
|
2020
Q3 | $1.03M | Sell |
5,308
-3,225
| -38% | -$625K | 0.6% | 60 |
|
|
2020
Q2 | $1.66M | Buy |
8,533
+205
| +2% | +$39.9K | 1.04% | 28 |
|
|
2020
Q1 | $1.2M | Sell |
8,328
-1,466
| -15% | -$211K | 1.15% | 33 |
|
|
2019
Q4 | $1.75M | Hold |
9,794
| – | – | 1.13% | 25 |
|
|
2019
Q3 | $1.56M | Buy |
9,794
+649
| +7% | +$104K | 1.11% | 26 |
|
|
2019
Q2 | $1.08M | Buy |
9,145
+1,063
| +13% | +$126K | 0.87% | 36 |
|
|
2019
Q1 | $965K | Buy |
+8,082
| New | +$965K | 0.71% | 43 |
|