Valley Wealth Managers’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
800
-36
| -4% | -$32.2K | 0.05% | 139 |
|
|
2025
Q1 | $568K | Buy |
836
+34
| +4% | +$23.1K | 0.04% | 150 |
|
|
2024
Q4 | $505K | Buy |
802
+180
| +29% | +$113K | 0.04% | 158 |
|
|
2024
Q3 | $482K | Buy |
622
+19
| +3% | +$14.7K | 0.04% | 160 |
|
|
2024
Q2 | $497K | Sell |
603
-60
| -9% | -$49.5K | 0.04% | 153 |
|
|
2024
Q1 | $463K | Buy |
663
+66
| +11% | +$46.1K | 0.03% | 150 |
|
|
2023
Q4 | $347K | Sell |
597
-16
| -3% | -$9.3K | 0.03% | 156 |
|
|
2023
Q3 | $281K | Buy |
613
+15
| +3% | +$6.88K | 0.02% | 166 |
|
|
2023
Q2 | $290K | Sell |
598
-18
| -3% | -$8.73K | 0.03% | 136 |
|
|
2023
Q1 | $246K | Sell |
616
-17
| -3% | -$6.79K | 0.02% | 146 |
|
|
2022
Q4 | $239K | Sell |
633
-58
| -8% | -$21.9K | 0.02% | 151 |
|
|
2022
Q3 | $209K | Hold |
691
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $220K | Sell |
691
-250
| -27% | -$79.6K | 0.02% | 176 |
|
|
2022
Q1 | $344K | Buy |
941
+70
| +8% | +$25.6K | 0.03% | 151 |
|
|
2021
Q4 | $375K | Buy |
871
+82
| +10% | +$35.3K | 0.03% | 149 |
|
|
2021
Q3 | $264K | Buy |
789
+57
| +8% | +$19.1K | 0.02% | 165 |
|
|
2021
Q2 | $237K | Buy |
+732
| New | +$237K | 0.02% | 179 |
|
|
2019
Q3 | – | Sell |
-2,030
| Closed | -$240K | – | 196 |
|
|
2019
Q2 | $240K | Sell |
2,030
-713
| -26% | -$84.3K | 0.03% | 179 |
|
|
2019
Q1 | $328K | Buy |
+2,743
| New | +$328K | 0.04% | 173 |
|