Triad Wealth 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 | $1.07M | Sell |
1,197
-21
| -2% | -$18.8K | 0.22% | 81 |
|
|
2025
Q1 | $828K | Sell |
1,218
-41
| -3% | -$27.9K | 0.26% | 67 |
|
|
2024
Q4 | $793K | Buy |
+1,259
| New | +$793K | 0.29% | 63 |
|
|
2024
Q3 | – | Sell |
-849
| Closed | -$700K | – | 507 |
|
|
2024
Q2 | $700K | Buy |
849
+99
| +13% | +$81.6K | 0.37% | 31 |
|
|
2024
Q1 | $524K | Buy |
+750
| New | +$524K | 0.4% | 28 |
|