WBI Investments’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Buy |
1,706
+1,221
| +252% | +$1.09M | 0.4% | 68 |
|
2025
Q1 | $330K | Sell |
485
-1,211
| -71% | -$824K | 0.09% | 169 |
|
2024
Q4 | $1.07M | Buy |
+1,696
| New | +$1.07M | 0.27% | 106 |
|
2023
Q3 | – | Sell |
-5,024
| Closed | -$2.44M | – | 207 |
|
2023
Q2 | $2.44M | Buy |
5,024
+1,275
| +34% | +$618K | 0.44% | 64 |
|
2023
Q1 | $1.5M | Buy |
+3,749
| New | +$1.5M | 0.3% | 91 |
|
2022
Q2 | – | Sell |
-1,957
| Closed | -$684K | – | 163 |
|
2022
Q1 | $684K | Sell |
1,957
-587
| -23% | -$205K | 0.11% | 131 |
|
2021
Q4 | $1.03M | Buy |
+2,544
| New | +$1.03M | 0.17% | 100 |
|
2021
Q1 | – | Sell |
-3,596
| Closed | -$931K | – | 212 |
|
2020
Q4 | $931K | Buy |
+3,596
| New | +$931K | 0.14% | 98 |
|
2019
Q2 | – | Sell |
-68,596
| Closed | -$8.19M | – | 257 |
|
2019
Q1 | $8.19M | Buy |
+68,596
| New | +$8.19M | 0.63% | 35 |
|
2015
Q3 | – | Sell |
-20,826
| Closed | -$1.17M | – | 217 |
|
2015
Q2 | $1.17M | Buy |
20,826
+4,240
| +26% | +$238K | 0.03% | 184 |
|
2015
Q1 | $967K | Buy |
+16,586
| New | +$967K | 0.02% | 188 |
|
2013
Q4 | – | Sell |
-182,492
| Closed | -$11.1M | – | 124 |
|
2013
Q3 | $11.1M | Sell |
182,492
-452,961
| -71% | -$27.6M | 0.53% | 58 |
|
2013
Q2 | $35.4M | Buy |
+635,453
| New | +$35.4M | 2.54% | 13 |
|