Westover Capital Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
3,129
-62
| -2% | -$55.5K | 0.56% | 47 |
|
|
2025
Q1 | $2.17M | Sell |
3,191
-311
| -9% | -$211K | 0.48% | 51 |
|
|
2024
Q4 | $2.21M | Sell |
3,502
-314
| -8% | -$198K | 0.49% | 48 |
|
|
2024
Q3 | $2.96M | Sell |
3,816
-10
| -0.3% | -$7.74K | 0.57% | 38 |
|
|
2024
Q2 | $3.15M | Sell |
3,826
-407
| -10% | -$336K | 0.81% | 29 |
|
|
2024
Q1 | $2.96M | Sell |
4,233
-56
| -1% | -$39.1K | 0.87% | 32 |
|
|
2023
Q4 | $2.49M | Sell |
4,289
-64
| -1% | -$37.2K | 0.81% | 35 |
|
|
2023
Q3 | $2M | Sell |
4,353
-98
| -2% | -$44.9K | 0.72% | 39 |
|
|
2023
Q2 | $2.16M | Sell |
4,451
-52
| -1% | -$25.2K | 0.75% | 36 |
|
|
2023
Q1 | $1.8M | Sell |
4,503
-219
| -5% | -$87.4K | 0.67% | 41 |
|
|
2022
Q4 | $1.78M | Sell |
4,722
-304
| -6% | -$115K | 0.7% | 42 |
|
|
2022
Q3 | $1.52M | Buy |
5,026
+626
| +14% | +$189K | 0.58% | 56 |
|
|
2022
Q2 | $1.4M | Sell |
4,400
-2,520
| -36% | -$804K | 0.52% | 54 |
|
|
2022
Q1 | $2.53M | Buy |
6,920
+625
| +10% | +$229K | 0.79% | 35 |
|
|
2021
Q4 | $2.71M | Buy |
6,295
+759
| +14% | +$327K | 0.79% | 35 |
|
|
2021
Q3 | $1.85M | Buy |
5,536
+525
| +10% | +$176K | 0.58% | 53 |
|
|
2021
Q2 | $1.63M | Sell |
5,011
-31
| -0.6% | -$10.1K | 0.52% | 54 |
|
|
2021
Q1 | $1.67M | Sell |
5,042
-18
| -0.4% | -$5.95K | 0.57% | 51 |
|
|
2020
Q4 | $1.31M | Sell |
5,060
-8
| -0.2% | -$2.07K | 0.47% | 60 |
|
|
2020
Q3 | $982K | Buy |
5,068
+148
| +3% | +$28.7K | 0.4% | 62 |
|
|
2020
Q2 | $957K | Buy |
4,920
+2,350
| +91% | +$457K | 0.45% | 59 |
|
|
2020
Q1 | $369K | Buy |
2,570
+570
| +29% | +$81.8K | 0.2% | 85 |
|
|
2019
Q4 | $356K | Hold |
2,000
| – | – | 0.16% | 99 |
|
|
2019
Q3 | $319K | Hold |
2,000
| – | – | 0.15% | 102 |
|
|
2019
Q2 | $236K | Hold |
2,000
| – | – | 0.12% | 122 |
|
|
2019
Q1 | $239K | Buy |
+2,000
| New | +$239K | 0.12% | 115 |
|
|
2018
Q4 | – | Sell |
-5,128
| Closed | -$522K | – | 126 |
|
|
2018
Q3 | $522K | Buy |
5,128
+1,967
| +62% | +$200K | 0.26% | 78 |
|
|
2018
Q2 | $324K | Buy |
+3,161
| New | +$324K | 0.17% | 85 |
|