Waldron Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $322K | Buy |
|
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $222K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $244K | Buy |
|