Wealthcare Advisory Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
803
+9
| +1% | +$8.06K | 0.02% | 552 |
|
|
2025
Q1 | $540K | Buy |
794
+14
| +2% | +$9.52K | 0.01% | 578 |
|
|
2024
Q4 | $492K | Buy |
780
+37
| +5% | +$23.3K | 0.01% | 571 |
|
|
2024
Q3 | $575K | Sell |
743
-5
| -0.7% | -$3.87K | 0.02% | 536 |
|
|
2024
Q2 | $617K | Buy |
748
+39
| +6% | +$32.2K | 0.02% | 488 |
|
|
2024
Q1 | $495K | Buy |
709
+283
| +66% | +$198K | 0.02% | 540 |
|
|
2023
Q4 | $248K | Buy |
+426
| New | +$248K | 0.01% | 660 |
|
|
2021
Q2 | – | Sell |
-284
| Closed | -$94K | – | 1245 |
|
|
2021
Q1 | $94K | Buy |
+284
| New | +$94K | 0.01% | 686 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$2K | – | 892 |
|
|
2020
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1303 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$47K | – | 1381 |
|
|
2019
Q2 | $47K | Buy |
+400
| New | +$47K | 0.01% | 518 |
|