Wealthspire Advisors (New York)’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $579K | Buy |
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|
2020
Q4 | $412K | Buy |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
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