VFA
Values First Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+241
| New | +$216K | 0.12% | 157 |
|
|
2025
Q1 | – | Sell |
-249
| Closed | -$157K | – | 210 |
|
|
2024
Q4 | $157K | Sell |
249
-189
| -43% | -$119K | 0.09% | 178 |
|
|
2024
Q3 | $339K | Sell |
438
-58
| -12% | -$44.9K | 0.18% | 117 |
|
|
2024
Q2 | $409K | Sell |
496
-74
| -13% | -$61K | 0.24% | 96 |
|
|
2024
Q1 | $398K | Sell |
570
-114
| -17% | -$79.7K | 0.23% | 113 |
|
|
2023
Q4 | $397K | Sell |
684
-218
| -24% | -$127K | 0.24% | 116 |
|
|
2023
Q3 | $414K | Buy |
902
+232
| +35% | +$106K | 0.27% | 104 |
|
|
2023
Q2 | $325K | Buy |
670
+55
| +9% | +$26.7K | 0.2% | 122 |
|
|
2023
Q1 | $245K | Sell |
615
-111
| -15% | -$44.3K | 0.16% | 128 |
|
|
2022
Q4 | $274K | Sell |
726
-37
| -5% | -$14K | 0.19% | 120 |
|
|
2022
Q3 | $231K | Sell |
763
-55
| -7% | -$16.7K | 0.17% | 126 |
|
|
2022
Q2 | $261K | Buy |
818
+107
| +15% | +$34.1K | 0.19% | 120 |
|
|
2022
Q1 | $260K | Sell |
711
-45
| -6% | -$16.5K | 0.16% | 136 |
|
|
2021
Q4 | $325K | Buy |
+756
| New | +$325K | 0.19% | 125 |
|