United Capital Financial 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 | $4.43M | Sell |
4,942
-118
| -2% | -$106K | 0.04% | 298 |
|
|
2025
Q1 | $3.44M | Buy |
5,060
+421
| +9% | +$286K | 0.03% | 329 |
|
|
2024
Q4 | $2.92M | Sell |
4,639
-66
| -1% | -$41.6K | 0.02% | 344 |
|
|
2024
Q3 | $3.64M | Buy |
4,705
+113
| +2% | +$87.5K | 0.03% | 313 |
|
|
2024
Q2 | $3.79M | Buy |
4,592
+114
| +3% | +$94K | 0.03% | 304 |
|
|
2024
Q1 | $3.13M | Sell |
4,478
-206
| -4% | -$144K | 0.03% | 346 |
|
|
2023
Q4 | $2.72M | Buy |
4,684
+2,831
| +153% | +$1.65M | 0.02% | 370 |
|
|
2023
Q3 | $850K | Buy |
1,853
+173
| +10% | +$79.4K | 0.01% | 546 |
|
|
2023
Q2 | $815K | Sell |
1,680
-20
| -1% | -$9.7K | ﹤0.01% | 592 |
|
|
2023
Q1 | $678K | Sell |
1,700
-90
| -5% | -$35.9K | ﹤0.01% | 664 |
|
|
2022
Q4 | $675K | Sell |
1,790
-369
| -17% | -$139K | ﹤0.01% | 703 |
|
|
2022
Q3 | $653K | Buy |
2,159
+1,251
| +138% | +$378K | ﹤0.01% | 700 |
|
|
2022
Q2 | $290K | Buy |
908
+264
| +41% | +$84.3K | ﹤0.01% | 954 |
|
|
2022
Q1 | $236K | Buy |
644
+14
| +2% | +$5.13K | ﹤0.01% | 1067 |
|
|
2021
Q4 | $271K | Buy |
630
+10
| +2% | +$4.3K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $207K | Sell |
620
-67
| -10% | -$22.4K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $223K | Buy |
687
+74
| +12% | +$24K | ﹤0.01% | 1121 |
|
|
2021
Q1 | $203K | Buy |
+613
| New | +$203K | ﹤0.01% | 1119 |
|
|
2020
Q4 | – | Sell |
-1,483
| Closed | -$287K | – | 1205 |
|
|
2020
Q3 | $287K | Sell |
1,483
-7
| -0.5% | -$1.36K | ﹤0.01% | 962 |
|
|
2020
Q2 | $290K | Sell |
1,490
-130
| -8% | -$25.3K | ﹤0.01% | 1002 |
|
|
2020
Q1 | $233K | Sell |
1,620
-234
| -13% | -$33.7K | ﹤0.01% | 1025 |
|
|
2019
Q4 | $330K | Buy |
1,854
+6
| +0.3% | +$1.07K | ﹤0.01% | 1096 |
|
|
2019
Q3 | $295K | Sell |
1,848
-338
| -15% | -$54K | ﹤0.01% | 1068 |
|
|
2019
Q2 | $258K | Buy |
2,186
+444
| +25% | +$52.4K | ﹤0.01% | 1255 |
|
|
2019
Q1 | $208K | Buy |
+1,742
| New | +$208K | ﹤0.01% | 1235 |
|
|
2014
Q4 | – | Sell |
-2,640
| Closed | -$208K | – | 1174 |
|
|
2014
Q3 | $208K | Buy |
+2,640
| New | +$208K | ﹤0.01% | 1042 |
|
|
2014
Q2 | – | Sell |
-5,377
| Closed | -$372K | – | 879 |
|
|
2014
Q1 | $372K | Sell |
5,377
-496
| -8% | -$34.3K | 0.01% | 717 |
|
|
2013
Q4 | $379K | Sell |
5,873
-7
| -0.1% | -$452 | 0.01% | 478 |
|
|
2013
Q3 | $358K | Sell |
5,880
-2,009
| -25% | -$122K | 0.01% | 520 |
|
|
2013
Q2 | $440K | Buy |
+7,889
| New | +$440K | 0.01% | 530 |
|