U.S. Capital Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
1,522
+218
| +17% | +$195K | 0.04% | 370 |
|
|
2025
Q1 | $887K | Buy |
+1,304
| New | +$887K | 0.03% | 448 |
|
|
2023
Q4 | – | Sell |
-6,040
| Closed | -$2.77M | – | 681 |
|
|
2023
Q3 | $2.77M | Buy |
6,040
+40
| +0.7% | +$18.3K | 0.12% | 157 |
|
|
2023
Q2 | $2.91M | Buy |
6,000
+33
| +0.6% | +$16K | 0.14% | 150 |
|
|
2023
Q1 | $2.38M | Sell |
5,967
-38
| -0.6% | -$15.2K | 0.11% | 178 |
|
|
2022
Q4 | $2.26M | Sell |
6,005
-9
| -0.1% | -$3.39K | 0.1% | 187 |
|
|
2022
Q3 | $1.82M | Sell |
6,014
-5,130
| -46% | -$1.55M | 0.09% | 206 |
|
|
2022
Q2 | $3.56M | Sell |
11,144
-42
| -0.4% | -$13.4K | 0.16% | 131 |
|
|
2022
Q1 | $4.1M | Buy |
11,186
+766
| +7% | +$280K | 0.15% | 146 |
|
|
2021
Q4 | $4.48M | Sell |
10,420
-180
| -2% | -$77.4K | 0.18% | 130 |
|
|
2021
Q3 | $3.55M | Buy |
+10,600
| New | +$3.55M | 0.15% | 150 |
|