WA
Wealth Architects’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
931
+7
| +0.8% | +$6.27K | 0.08% | 111 |
|
|
2025
Q1 | $628K | Buy |
924
+6
| +0.7% | +$4.08K | 0.07% | 120 |
|
|
2024
Q4 | $579K | Sell |
918
-4
| -0.4% | -$2.52K | 0.07% | 112 |
|
|
2024
Q3 | $714K | Sell |
922
-11
| -1% | -$8.52K | 0.08% | 100 |
|
|
2024
Q2 | $770K | Buy |
933
+578
| +163% | +$477K | 0.09% | 94 |
|
|
2024
Q1 | $248K | Sell |
355
-3
| -0.8% | -$2.1K | 0.03% | 174 |
|
|
2023
Q4 | $208K | Buy |
+358
| New | +$208K | 0.03% | 189 |
|
|
2016
Q3 | – | Sell |
-4,766
| Closed | -$349K | – | 117 |
|
|
2016
Q2 | $349K | Buy |
4,766
+12
| +0.3% | +$879 | 0.17% | 80 |
|
|
2016
Q1 | $346K | Buy |
4,754
+3
| +0.1% | +$218 | 0.17% | 76 |
|
|
2015
Q4 | $329K | Sell |
4,751
-677
| -12% | -$46.9K | 0.16% | 86 |
|
|
2015
Q3 | $271K | Buy |
+5,428
| New | +$271K | 0.15% | 91 |
|