Vivid Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Buy |
+3,007
| New | +$2.69M | 1.18% | 37 |
|
2024
Q4 | – | Sell |
-2,711
| Closed | -$2.1M | – | 64 |
|
2024
Q3 | $2.1M | Buy |
2,711
+245
| +10% | +$190K | 1.1% | 42 |
|
2024
Q2 | $2.03M | Buy |
2,466
+1,550
| +169% | +$1.28M | 1.14% | 32 |
|
2024
Q1 | $640K | Buy |
916
+11
| +1% | +$7.68K | 0.4% | 47 |
|
2023
Q4 | $526K | Buy |
+905
| New | +$526K | 0.36% | 50 |
|