TA
TruWealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
469
| – | – | 0.02% | 121 |
|
|
2025
Q1 | $319K | Hold |
469
| – | – | 0.02% | 124 |
|
|
2024
Q4 | $296K | Sell |
469
-5
| -1% | -$3.15K | 0.02% | 127 |
|
|
2024
Q3 | $367K | Hold |
474
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $391K | Sell |
474
-12
| -2% | -$9.9K | 0.03% | 114 |
|
|
2024
Q1 | $340K | Hold |
486
| – | – | 0.02% | 123 |
|
|
2023
Q4 | $283K | Sell |
486
-8
| -2% | -$4.65K | 0.02% | 120 |
|
|
2023
Q3 | $227K | Hold |
494
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $240K | Buy |
+494
| New | +$240K | 0.02% | 137 |
|