True Wealth Design’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Buy |
31
+14
| +82% | +$12.3K | 0.01% | 317 |
|
|
2025
Q1 | $11.2K | Buy |
17
+10
| +143% | +$6.6K | ﹤0.01% | 441 |
|
|
2024
Q4 | $4.1K | Buy |
7
+2
| +40% | +$1.17K | ﹤0.01% | 567 |
|
|
2024
Q3 | $3.87K | Hold |
5
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $4.12K | Hold |
5
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $3.49K | Buy |
5
+2
| +67% | +$1.4K | ﹤0.01% | 300 |
|
|
2023
Q4 | $1.74K | Hold |
3
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $1.38K | Hold |
3
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $1.46K | Hold |
3
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $1.13K | Buy |
+3
| New | +$1.13K | ﹤0.01% | 329 |
|