TCWA
Turtle Creek Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Buy |
10,393
+426
| +4% | +$382K | 1.1% | 24 |
|
|
2025
Q1 | $6.78M | Buy |
+9,967
| New | +$6.78M | 1.01% | 31 |
|
|
2024
Q4 | – | Sell |
-9,659
| Closed | -$7.48M | – | 122 |
|
|
2024
Q3 | $7.48M | Buy |
9,659
+76
| +0.8% | +$58.9K | 1.5% | 16 |
|
|
2024
Q2 | $7.9M | Buy |
9,583
+724
| +8% | +$597K | 1.83% | 11 |
|
|
2024
Q1 | $6.19M | Buy |
8,859
+680
| +8% | +$475K | 1.52% | 14 |
|
|
2023
Q4 | $4.75M | Buy |
+8,179
| New | +$4.75M | 1.4% | 12 |
|