Wealthspire Advisors (New York)’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
457
+105
| +30% | +$94K | ﹤0.01% | 589 |
|
|
2025
Q1 | $239K | Buy |
+352
| New | +$239K | ﹤0.01% | 700 |
|
|
2024
Q4 | – | Sell |
-356
| Closed | -$276K | – | 817 |
|
|
2024
Q3 | $276K | Buy |
356
+85
| +31% | +$65.8K | ﹤0.01% | 636 |
|
|
2024
Q2 | $224K | Sell |
271
-54
| -17% | -$44.5K | ﹤0.01% | 599 |
|
|
2024
Q1 | $227K | Sell |
325
-182
| -36% | -$127K | ﹤0.01% | 570 |
|
|
2023
Q4 | $295K | Buy |
+507
| New | +$295K | ﹤0.01% | 529 |
|
|
2023
Q1 | – | Sell |
-606
| Closed | -$228K | – | 569 |
|
|
2022
Q4 | $228K | Buy |
+606
| New | +$228K | ﹤0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-558
| Closed | -$240K | – | 496 |
|
|
2021
Q4 | $240K | Buy |
+558
| New | +$240K | 0.01% | 483 |
|
|
2021
Q2 | – | Sell |
-1,751
| Closed | -$579K | – | 527 |
|
|
2021
Q1 | $579K | Buy |
1,751
+159
| +10% | +$52.6K | 0.01% | 358 |
|
|
2020
Q4 | $412K | Buy |
1,592
+454
| +40% | +$117K | 0.01% | 343 |
|
|
2020
Q3 | $220K | Sell |
1,138
-22
| -2% | -$4.25K | 0.01% | 279 |
|
|
2020
Q2 | $226K | Sell |
1,160
-552
| -32% | -$108K | 0.02% | 240 |
|
|
2020
Q1 | $246K | Buy |
+1,712
| New | +$246K | 0.01% | 438 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$9K | – | 450 |
|
|
2018
Q4 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 528 |
|