Valeo 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 | $1.1M | Buy |
1,224
+13
| +1% | +$11.6K | 0.03% | 279 |
|
|
2025
Q1 | $823K | Buy |
1,211
+170
| +16% | +$116K | 0.02% | 298 |
|
|
2024
Q4 | $656K | Buy |
1,041
+74
| +8% | +$46.6K | 0.02% | 345 |
|
|
2024
Q3 | $749K | Sell |
967
-65
| -6% | -$50.3K | 0.02% | 317 |
|
|
2024
Q2 | $851K | Buy |
1,032
+209
| +25% | +$172K | 0.03% | 273 |
|
|
2024
Q1 | $540K | Buy |
823
+66
| +9% | +$43.3K | 0.02% | 358 |
|
|
2023
Q4 | $440K | Buy |
757
+25
| +3% | +$14.5K | 0.02% | 397 |
|
|
2023
Q3 | $336K | Buy |
732
+35
| +5% | +$16K | 0.02% | 429 |
|
|
2023
Q2 | $338K | Buy |
697
+81
| +13% | +$39.3K | 0.02% | 405 |
|
|
2023
Q1 | $246K | Sell |
616
-16
| -3% | -$6.38K | 0.01% | 498 |
|
|
2022
Q4 | $238K | Buy |
+632
| New | +$238K | 0.01% | 442 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | -$23K | – | 1121 |
|
|
2021
Q1 | $23K | Buy |
69
+36
| +109% | +$12K | ﹤0.01% | 1068 |
|
|
2020
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q3 | $6K | Sell |
33
-32
| -49% | -$5.82K | ﹤0.01% | 1170 |
|
|
2020
Q2 | $13K | Sell |
65
-310
| -83% | -$62K | ﹤0.01% | 1129 |
|
|
2020
Q1 | $57K | Buy |
375
+14
| +4% | +$2.13K | 0.01% | 539 |
|
|
2019
Q4 | $64K | Buy |
361
+11
| +3% | +$1.95K | 0.01% | 555 |
|
|
2019
Q3 | $56K | Hold |
350
| – | – | 0.01% | 559 |
|
|
2019
Q2 | $41K | Buy |
350
+297
| +560% | +$34.8K | ﹤0.01% | 661 |
|
|
2019
Q1 | $6K | Sell |
53
-14
| -21% | -$1.59K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $6K | Sell |
67
-15
| -18% | -$1.34K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $7K | Buy |
82
+12
| +17% | +$1.02K | ﹤0.01% | 1072 |
|
|
2018
Q2 | $8K | Sell |
70
-32
| -31% | -$3.66K | ﹤0.01% | 1006 |
|
|
2018
Q1 | $11K | Sell |
102
-566
| -85% | -$61K | ﹤0.01% | 899 |
|
|
2017
Q4 | $70K | Buy |
668
+17
| +3% | +$1.78K | 0.01% | 412 |
|
|
2017
Q3 | $69K | Buy |
+651
| New | +$69K | 0.02% | 351 |
|