Venturi Wealth Management’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 | $19M | Sell |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $16.3M | Sell |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $9.45M | Buy |
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|
2022
Q3 | $981K | Buy |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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