Tilia Fiduciary Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
3,424
+120
| +4% | +$107K | 1.87% | 10 |
|
|
2025
Q1 | $2.25M | Buy |
+3,304
| New | +$2.25M | 1.5% | 21 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$38.8K | – | 293 |
|
|
2023
Q2 | $38.8K | Hold |
80
| – | – | 0.03% | 245 |
|
|
2023
Q1 | $31.9K | Hold |
80
| – | – | 0.03% | 255 |
|
|
2022
Q4 | $30.2K | Hold |
80
| – | – | 0.03% | 248 |
|
|
2022
Q3 | $22K | Sell |
80
-5
| -6% | -$1.38K | 0.02% | 278 |
|
|
2022
Q2 | $27K | Buy |
85
+5
| +6% | +$1.59K | 0.03% | 267 |
|
|
2022
Q1 | $29K | Hold |
80
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $34K | Buy |
+80
| New | +$34K | 0.03% | 261 |
|