WRPWM
Werba Rubin Papier Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-304
| Closed | -$207K | – | 232 |
|
|
2025
Q1 | $207K | Buy |
+304
| New | +$207K | 0.04% | 179 |
|
|
2024
Q4 | – | Sell |
-271
| Closed | -$210K | – | 206 |
|
|
2024
Q3 | $210K | Buy |
271
+13
| +5% | +$10.1K | 0.05% | 172 |
|
|
2024
Q2 | $213K | Buy |
+258
| New | +$213K | 0.06% | 154 |
|
|
2023
Q4 | – | Sell |
-14,203
| Closed | -$6.51M | – | 123 |
|
|
2023
Q3 | $6.51M | Hold |
14,203
| – | – | 2.32% | 8 |
|
|
2023
Q2 | $6.89M | Sell |
14,203
-13
| -0.1% | -$6.31K | 2.39% | 8 |
|
|
2023
Q1 | $5.67M | Hold |
14,216
| – | – | 2.23% | 8 |
|
|
2022
Q4 | $5.36M | Buy |
+14,216
| New | +$5.36M | 2.21% | 8 |
|