Waverly Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
757
+39
| +5% | +$34.9K | 0.01% | 725 |
|
|
2025
Q1 | $488K | Buy |
718
+14
| +2% | +$9.52K | 0.01% | 777 |
|
|
2024
Q4 | $444K | Buy |
+704
| New | +$444K | 0.01% | 710 |
|
|
2024
Q3 | – | Sell |
-314
| Closed | -$259K | – | 818 |
|
|
2024
Q2 | $259K | Hold |
314
| – | – | 0.01% | 701 |
|
|
2024
Q1 | $220K | Buy |
+314
| New | +$220K | 0.01% | 639 |
|
|
2014
Q1 | – | Sell |
-2,500
| Closed | -$161K | – | 779 |
|
|
2013
Q4 | $161K | Hold |
2,500
| – | – | 0.06% | 166 |
|
|
2013
Q3 | $152K | Buy |
+2,500
| New | +$152K | 0.08% | 118 |
|