Waldron Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-623
| Closed | -$393K | – | 362 |
|
|
2024
Q4 | $393K | Sell |
623
-7
| -1% | -$4.41K | 0.02% | 289 |
|
|
2024
Q3 | $488K | Buy |
630
+239
| +61% | +$185K | 0.02% | 250 |
|
|
2024
Q2 | $322K | Buy |
391
+1
| +0.3% | +$825 | 0.01% | 297 |
|
|
2024
Q1 | $272K | Buy |
390
+8
| +2% | +$5.59K | 0.01% | 337 |
|
|
2023
Q4 | $222K | Buy |
+382
| New | +$222K | 0.01% | 371 |
|
|
2023
Q2 | – | Sell |
-2,082
| Closed | -$831K | – | 406 |
|
|
2023
Q1 | $831K | Buy |
+2,082
| New | +$831K | 0.04% | 187 |
|
|
2022
Q1 | – | Sell |
-859
| Closed | -$369K | – | 409 |
|
|
2021
Q4 | $369K | Buy |
859
+20
| +2% | +$8.59K | 0.02% | 286 |
|
|
2021
Q3 | $280K | Buy |
839
+95
| +13% | +$31.7K | 0.02% | 293 |
|
|
2021
Q2 | $241K | Buy |
744
+3
| +0.4% | +$972 | 0.02% | 304 |
|
|
2021
Q1 | $244K | Buy |
+741
| New | +$244K | 0.02% | 265 |
|