VA
Valmark Advisers’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
817
-60
| -7% | -$53.7K | 0.01% | 384 |
|
|
2025
Q1 | $596K | Buy |
877
+32
| +4% | +$21.8K | 0.01% | 392 |
|
|
2024
Q4 | $532K | Buy |
845
+123
| +17% | +$77.5K | 0.01% | 403 |
|
|
2024
Q3 | $559K | Buy |
722
+14
| +2% | +$10.8K | 0.01% | 394 |
|
|
2024
Q2 | $584K | Buy |
708
+64
| +10% | +$52.8K | 0.01% | 368 |
|
|
2024
Q1 | $450K | Buy |
644
+1
| +0.2% | +$698 | 0.01% | 392 |
|
|
2023
Q4 | $374K | Buy |
643
+131
| +26% | +$76.2K | 0.01% | 392 |
|
|
2023
Q3 | $235K | Buy |
512
+13
| +3% | +$5.97K | ﹤0.01% | 436 |
|
|
2023
Q2 | $242K | Sell |
499
-15
| -3% | -$7.28K | ﹤0.01% | 436 |
|
|
2023
Q1 | $205K | Buy |
+514
| New | +$205K | ﹤0.01% | 458 |
|
|
2022
Q4 | – | Sell |
-862
| Closed | -$261K | – | 455 |
|
|
2022
Q3 | $261K | Sell |
862
-8
| -0.9% | -$2.42K | 0.01% | 367 |
|
|
2022
Q2 | $278K | Sell |
870
-94
| -10% | -$30K | 0.01% | 358 |
|
|
2022
Q1 | $353K | Buy |
964
+304
| +46% | +$111K | 0.01% | 345 |
|
|
2021
Q4 | $284K | Buy |
+660
| New | +$284K | ﹤0.01% | 359 |
|