Valeo Financial Advisors’s KLA KLAC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $1.1M | Buy |  | |||||
| 2025 Q1 | $823K | Buy |  | |||||
| 2024 Q4 | $656K | Buy |  | |||||
| 2024 Q3 | $749K | Sell |  | |||||
| 2024 Q2 | $851K | Buy |  | |||||
| 2024 Q1 | $540K | Buy |  | |||||
| 2023 Q4 | $440K | Buy |  | |||||
| 2023 Q3 | $336K | Buy |  | |||||
| 2023 Q2 | $338K | Buy |  | |||||
| 2023 Q1 | $246K | Sell |  | |||||
| 2022 Q4 | $238K | Buy |  | |||||
| 2021 Q2 | – | Sell |  | |||||
| 2021 Q1 | $23K | Buy |  | |||||
| 2020 Q4 | $8K | Hold |  | |||||
| 2020 Q3 | $6K | Sell |  | |||||
| 2020 Q2 | $13K | Sell |  | |||||
| 2020 Q1 | $57K | Buy |  | |||||
| 2019 Q4 | $64K | Buy |  | |||||
| 2019 Q3 | $56K | Hold |  | |||||
| 2019 Q2 | $41K | Buy |  | |||||
| 2019 Q1 | $6K | Sell |  | |||||
| 2018 Q4 | $6K | Sell |  | |||||
| 2018 Q3 | $7K | Buy |  | |||||
| 2018 Q2 | $8K | Sell |  | |||||
| 2018 Q1 | $11K | Sell |  | |||||
| 2017 Q4 | $70K | Buy |  | |||||
| 2017 Q3 | $69K | Buy |  |