Wealth Enhancement Advisory Services’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
25,111
+1,890
| +8% | +$1.75M | 0.04% | 381 |
|
|
2025
Q1 | $15.8M | Buy |
23,221
+1,090
| +5% | +$741K | 0.03% | 465 |
|
|
2024
Q4 | $13.9M | Buy |
22,131
+118
| +0.5% | +$74.4K | 0.03% | 474 |
|
|
2024
Q3 | $17M | Sell |
22,013
-4,652
| -17% | -$3.6M | 0.04% | 380 |
|
|
2024
Q2 | $22M | Buy |
26,665
+6,865
| +35% | +$5.66M | 0.05% | 311 |
|
|
2024
Q1 | $13.8M | Buy |
19,800
+4,523
| +30% | +$3.16M | 0.04% | 390 |
|
|
2023
Q4 | $8.88M | Sell |
15,277
-11,792
| -44% | -$6.85M | 0.03% | 466 |
|
|
2023
Q3 | $12.4M | Buy |
27,069
+10,701
| +65% | +$4.91M | 0.04% | 364 |
|
|
2023
Q2 | $7.94M | Buy |
+16,368
| New | +$7.94M | 0.09% | 102 |
|
|
2023
Q1 | – | Sell |
-10,750
| Closed | -$4.17M | – | 543 |
|
|
2022
Q4 | $4.17M | Buy |
+10,750
| New | +$4.17M | 0.05% | 132 |
|
|
2022
Q3 | – | Sell |
-4,314
| Closed | -$1.37M | – | 356 |
|
|
2022
Q2 | $1.37M | Buy |
+4,314
| New | +$1.37M | 0.02% | 231 |
|
|
2020
Q1 | – | Sell |
-7,710
| Closed | -$1.37M | – | 253 |
|
|
2019
Q4 | $1.37M | Buy |
+7,710
| New | +$1.37M | 0.05% | 146 |
|
|
2019
Q1 | – | Sell |
-14,435
| Closed | -$1.38M | – | 201 |
|
|
2018
Q4 | $1.38M | Buy |
+14,435
| New | +$1.38M | 0.09% | 87 |
|
|
2018
Q3 | – | Sell |
-8,930
| Closed | -$953K | – | 186 |
|
|
2018
Q2 | $953K | Sell |
8,930
-3,467
| -28% | -$370K | 0.06% | 130 |
|
|
2018
Q1 | $1.35M | Buy |
+12,397
| New | +$1.35M | 0.09% | 83 |
|
|
2017
Q4 | – | Sell |
-13,612
| Closed | -$1.4M | – | 157 |
|
|
2017
Q3 | $1.4M | Buy |
+13,612
| New | +$1.4M | 0.12% | 81 |
|
|
2017
Q1 | – | Sell |
-17,035
| Closed | -$1.34M | – | 160 |
|
|
2016
Q4 | $1.34M | Buy |
+17,035
| New | +$1.34M | 0.16% | 72 |
|