Trueblood Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
530
+1
| +0.2% | +$896 | 0.2% | 148 |
|
|
2025
Q1 | $360K | Buy |
529
+12
| +2% | +$8.16K | 0.17% | 166 |
|
|
2024
Q4 | $326K | Sell |
517
-6
| -1% | -$3.78K | 0.16% | 175 |
|
|
2024
Q3 | $405K | Sell |
523
-50
| -9% | -$38.7K | 0.2% | 141 |
|
|
2024
Q2 | $472K | Hold |
573
| – | – | 0.27% | 113 |
|
|
2024
Q1 | $400K | Sell |
573
-40
| -7% | -$27.9K | 0.23% | 125 |
|
|
2023
Q4 | $356K | Buy |
+613
| New | +$356K | 0.22% | 132 |
|