WCM
Whitener Capital Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
500
-50
| -9% | -$44.8K | 0.12% | 117 |
|
|
2025
Q1 | $374K | Hold |
550
| – | – | 0.11% | 122 |
|
|
2024
Q4 | $347K | Hold |
550
| – | – | 0.1% | 121 |
|
|
2024
Q3 | $426K | Sell |
550
-25
| -4% | -$19.4K | 0.12% | 111 |
|
|
2024
Q2 | $474K | Hold |
575
| – | – | 0.14% | 100 |
|
|
2024
Q1 | $402K | Sell |
575
-17
| -3% | -$11.9K | 0.13% | 108 |
|
|
2023
Q4 | $344K | Sell |
592
-83
| -12% | -$48.2K | 0.12% | 111 |
|
|
2023
Q3 | $310K | Hold |
675
| – | – | 0.12% | 108 |
|
|
2023
Q2 | $327K | Hold |
675
| – | – | 0.13% | 110 |
|
|
2023
Q1 | $269K | Sell |
675
-200
| -23% | -$79.8K | 0.11% | 118 |
|
|
2022
Q4 | $330K | Sell |
875
-100
| -10% | -$37.7K | 0.14% | 102 |
|
|
2022
Q3 | $295K | Hold |
975
| – | – | 0.14% | 104 |
|
|
2022
Q2 | $311K | Sell |
975
-375
| -28% | -$120K | 0.14% | 103 |
|
|
2022
Q1 | $494K | Buy |
1,350
+50
| +4% | +$18.3K | 0.19% | 96 |
|
|
2021
Q4 | $559K | Sell |
1,300
-300
| -19% | -$129K | 0.2% | 96 |
|
|
2021
Q3 | $414K | Buy |
1,600
+300
| +23% | +$77.6K | 0.19% | 85 |
|
|
2021
Q2 | $421K | Sell |
1,300
-200
| -13% | -$64.8K | 0.17% | 99 |
|
|
2021
Q1 | $495K | Sell |
1,500
-100
| -6% | -$33K | 0.21% | 84 |
|
|
2020
Q4 | $414K | Hold |
1,600
| – | – | 0.19% | 86 |
|
|
2020
Q3 | $309K | Buy |
1,600
+25
| +2% | +$4.83K | 0.15% | 98 |
|
|
2020
Q2 | $306K | Hold |
1,575
| – | – | 0.16% | 99 |
|
|
2020
Q1 | $226K | Hold |
1,575
| – | – | 0.15% | 105 |
|
|
2019
Q4 | $280K | Buy |
1,575
+300
| +24% | +$53.3K | 0.15% | 111 |
|
|
2019
Q3 | $203K | Hold |
1,275
| – | – | 0.11% | 126 |
|
|
2019
Q2 | $150K | Hold |
1,275
| – | – | 0.09% | 142 |
|
|
2019
Q1 | $152K | Buy |
1,275
+50
| +4% | +$5.96K | 0.1% | 131 |
|
|
2018
Q4 | $109K | Buy |
1,225
+600
| +96% | +$53.4K | 0.08% | 144 |
|
|
2018
Q3 | $63K | Buy |
+625
| New | +$63K | 0.04% | 179 |
|
|
2018
Q2 | – | Sell |
-625
| Closed | -$68K | – | 269 |
|
|
2018
Q1 | $68K | Sell |
625
-50
| -7% | -$5.44K | 0.05% | 167 |
|
|
2017
Q4 | $70K | Buy |
+675
| New | +$70K | 0.06% | 164 |
|