TW
Transform Wealth’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.03M | Sell |
8,873
-15
| -0.2% | -$10.2K | 0.37% | 67 |
|
|
2024
Q4 | $5.6M | Buy |
8,888
+61
| +0.7% | +$38.4K | 0.31% | 73 |
|
|
2024
Q3 | $6.84M | Sell |
8,827
-4,583
| -34% | -$3.55M | 0.45% | 60 |
|
|
2024
Q2 | $11.1M | Buy |
13,410
+522
| +4% | +$430K | 0.83% | 32 |
|
|
2024
Q1 | $9M | Buy |
12,888
+666
| +5% | +$465K | 0.86% | 42 |
|
|
2023
Q4 | $7.1M | Buy |
12,222
+404
| +3% | +$235K | 0.69% | 51 |
|
|
2023
Q3 | $5.42M | Buy |
+11,818
| New | +$5.42M | 0.57% | 62 |
|