WBC
West Branch Capital’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Hold |
141
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $95.9K | Hold |
141
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $88.8K | Hold |
141
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $109K | Buy |
141
+1
| +0.7% | +$774 | 0.04% | 116 |
|
|
2024
Q2 | $115K | Hold |
140
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $97.8K | Hold |
140
| – | – | 0.04% | 127 |
|
|
2023
Q4 | $81.4K | Hold |
140
| – | – | 0.04% | 132 |
|
|
2023
Q3 | $64.2K | Hold |
140
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $67.9K | Hold |
140
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $55.9K | Hold |
140
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $52.8K | Hold |
140
| – | – | 0.03% | 160 |
|
|
2022
Q3 | $42K | Hold |
140
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $45K | Hold |
140
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $51K | Hold |
140
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $60K | Buy |
+140
| New | +$60K | 0.03% | 188 |
|
|
2018
Q3 | – | Sell |
-16,951
| Closed | -$1.74M | – | 92 |
|
|
2018
Q2 | $1.74M | Buy |
16,951
+3,684
| +28% | +$378K | 1.37% | 23 |
|
|
2018
Q1 | $1.45M | Buy |
+13,267
| New | +$1.45M | 1.59% | 20 |
|