United Advisor Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
+676
| New | +$606K | 0.1% | 195 |
|
|
2024
Q4 | – | Sell |
-726
| Closed | -$562K | – | 387 |
|
|
2024
Q3 | $562K | Buy |
+726
| New | +$562K | 0.13% | 166 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$279K | – | 271 |
|
|
2024
Q1 | $279K | Buy |
+400
| New | +$279K | 0.11% | 171 |
|