WBH Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-452
| Closed | -$316K | – | 313 |
|
|
2024
Q1 | $316K | Sell |
452
-50
| -10% | -$35K | 0.03% | 256 |
|
|
2023
Q4 | $292K | Sell |
502
-99
| -16% | -$57.6K | 0.03% | 262 |
|
|
2023
Q3 | $276K | Sell |
601
-100
| -14% | -$45.9K | 0.03% | 259 |
|
|
2023
Q2 | $340K | Hold |
701
| – | – | 0.04% | 242 |
|
|
2023
Q1 | $280K | Buy |
+701
| New | +$280K | 0.03% | 257 |
|
|
2022
Q3 | $283K | Hold |
936
| – | – | 0.04% | 244 |
|
|
2022
Q2 | $293K | Sell |
936
-89
| -9% | -$27.9K | 0.04% | 249 |
|
|
2022
Q1 | $341K | Buy |
1,025
+150
| +17% | +$49.9K | 0.04% | 242 |
|
|
2021
Q4 | $376K | Sell |
875
-50
| -5% | -$21.5K | 0.04% | 240 |
|
|
2021
Q3 | $309K | Sell |
925
-100
| -10% | -$33.4K | 0.04% | 243 |
|
|
2021
Q2 | $327K | Sell |
1,025
-150
| -13% | -$47.9K | 0.05% | 217 |
|
|
2021
Q1 | $388K | Sell |
1,175
-225
| -16% | -$74.3K | 0.06% | 197 |
|
|
2020
Q4 | $426K | Hold |
1,400
| – | – | 0.07% | 186 |
|
|
2020
Q3 | $271K | Hold |
1,400
| – | – | 0.05% | 210 |
|
|
2020
Q2 | $272K | Hold |
1,400
| – | – | 0.07% | 202 |
|
|
2020
Q1 | $201 | Hold |
1,400
| – | – | 0.05% | 215 |
|
|
2019
Q4 | $249K | Hold |
1,400
| – | – | 0.05% | 222 |
|
|
2019
Q3 | $223K | Buy |
+1,400
| New | +$223K | 0.05% | 227 |
|