Trek Financial’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
446
-122
| -21% | -$109K | 0.03% | 294 |
|
|
2025
Q1 | $386K | Sell |
568
-228
| -29% | -$155K | 0.03% | 271 |
|
|
2024
Q4 | $502K | Buy |
796
+3
| +0.4% | +$1.89K | 0.04% | 255 |
|
|
2024
Q3 | $614K | Sell |
793
-32
| -4% | -$24.8K | 0.05% | 221 |
|
|
2024
Q2 | $680K | Sell |
825
-25
| -3% | -$20.6K | 0.05% | 203 |
|
|
2024
Q1 | $594K | Sell |
850
-53
| -6% | -$37K | 0.05% | 210 |
|
|
2023
Q4 | $525K | Sell |
903
-79
| -8% | -$45.9K | 0.05% | 183 |
|
|
2023
Q3 | $450K | Sell |
982
-19
| -2% | -$8.72K | 0.04% | 188 |
|
|
2023
Q2 | $486K | Buy |
1,001
+320
| +47% | +$155K | 0.04% | 169 |
|
|
2023
Q1 | $272K | Buy |
+681
| New | +$272K | 0.03% | 206 |
|