Whittier Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
2,179
+137
| +7% | +$123K | 0.02% | 296 |
|
|
2025
Q1 | $1.39M | Buy |
2,042
+17
| +0.8% | +$11.6K | 0.02% | 330 |
|
|
2024
Q4 | $1.28M | Buy |
2,025
+216
| +12% | +$136K | 0.02% | 349 |
|
|
2024
Q3 | $1.4M | Sell |
1,809
-112
| -6% | -$86.7K | 0.02% | 325 |
|
|
2024
Q2 | $1.58M | Buy |
1,921
+16
| +0.8% | +$13.2K | 0.02% | 290 |
|
|
2024
Q1 | $1.33M | Sell |
1,905
-43
| -2% | -$30K | 0.02% | 315 |
|
|
2023
Q4 | $1.13M | Buy |
1,948
+27
| +1% | +$15.7K | 0.02% | 336 |
|
|
2023
Q3 | $881K | Buy |
1,921
+24
| +1% | +$11K | 0.02% | 365 |
|
|
2023
Q2 | $920K | Sell |
1,897
-5
| -0.3% | -$2.43K | 0.02% | 363 |
|
|
2023
Q1 | $759K | Buy |
1,902
+405
| +27% | +$162K | 0.01% | 397 |
|
|
2022
Q4 | $564K | Buy |
1,497
+20
| +1% | +$7.54K | 0.01% | 445 |
|
|
2022
Q3 | $447K | Sell |
1,477
-15
| -1% | -$4.54K | 0.01% | 475 |
|
|
2022
Q2 | $476K | Sell |
1,492
-164
| -10% | -$52.3K | 0.01% | 466 |
|
|
2022
Q1 | $606K | Buy |
1,656
+5
| +0.3% | +$1.83K | 0.01% | 456 |
|
|
2021
Q4 | $710K | Buy |
1,651
+128
| +8% | +$55K | 0.01% | 428 |
|
|
2021
Q3 | $509K | Buy |
1,523
+188
| +14% | +$62.8K | 0.01% | 458 |
|
|
2021
Q2 | $433K | Hold |
1,335
| – | – | 0.01% | 495 |
|
|
2021
Q1 | $441K | Sell |
1,335
-28
| -2% | -$9.25K | 0.01% | 499 |
|
|
2020
Q4 | $353K | Buy |
1,363
+225
| +20% | +$58.3K | 0.01% | 489 |
|
|
2020
Q3 | $220K | Sell |
1,138
-50
| -4% | -$9.67K | 0.01% | 554 |
|
|
2020
Q2 | $232K | Sell |
1,188
-100
| -8% | -$19.5K | 0.01% | 515 |
|
|
2020
Q1 | $185K | Buy |
1,288
+153
| +13% | +$22K | 0.01% | 536 |
|
|
2019
Q4 | $203K | Buy |
1,135
+243
| +27% | +$43.5K | 0.01% | 555 |
|
|
2019
Q3 | $142K | Buy |
892
+397
| +80% | +$63.2K | ﹤0.01% | 610 |
|
|
2019
Q2 | $59K | Buy |
495
+50
| +11% | +$5.96K | ﹤0.01% | 769 |
|
|
2019
Q1 | $53K | Sell |
445
-328
| -42% | -$39.1K | ﹤0.01% | 782 |
|
|
2018
Q4 | $69K | Buy |
773
+328
| +74% | +$29.3K | ﹤0.01% | 716 |
|
|
2018
Q3 | $45K | Hold |
445
| – | – | ﹤0.01% | 796 |
|
|
2018
Q2 | $46K | Sell |
445
-71
| -14% | -$7.34K | ﹤0.01% | 773 |
|
|
2018
Q1 | $56K | Hold |
516
| – | – | ﹤0.01% | 747 |
|
|
2017
Q4 | $54K | Hold |
516
| – | – | ﹤0.01% | 735 |
|
|
2017
Q3 | $55K | Hold |
516
| – | – | ﹤0.01% | 716 |
|
|
2017
Q2 | $47K | Sell |
516
-95
| -16% | -$8.65K | ﹤0.01% | 719 |
|
|
2017
Q1 | $58K | Buy |
611
+71
| +13% | +$6.74K | ﹤0.01% | 679 |
|
|
2016
Q4 | $42K | Sell |
540
-44
| -8% | -$3.42K | ﹤0.01% | 739 |
|
|
2016
Q3 | $41K | Sell |
584
-393
| -40% | -$27.6K | ﹤0.01% | 733 |
|
|
2016
Q2 | $72K | Hold |
977
| – | – | ﹤0.01% | 656 |
|
|
2016
Q1 | $71K | Hold |
977
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $68K | Hold |
977
| – | – | ﹤0.01% | 667 |
|
|
2015
Q3 | $49K | Sell |
977
-285
| -23% | -$14.3K | ﹤0.01% | 706 |
|
|
2015
Q2 | $71K | Hold |
1,262
| – | – | ﹤0.01% | 672 |
|
|
2015
Q1 | $74K | Sell |
1,262
-55
| -4% | -$3.23K | ﹤0.01% | 656 |
|
|
2014
Q4 | $93K | Hold |
1,317
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $104K | Hold |
1,317
| – | – | 0.01% | 532 |
|
|
2014
Q2 | $96K | Sell |
1,317
-120
| -8% | -$8.75K | ﹤0.01% | 550 |
|
|
2014
Q1 | $99K | Sell |
1,437
-196
| -12% | -$13.5K | 0.01% | 545 |
|
|
2013
Q4 | $105K | Sell |
1,633
-15
| -0.9% | -$964 | 0.01% | 536 |
|
|
2013
Q3 | $100K | Sell |
1,648
-80
| -5% | -$4.85K | 0.01% | 548 |
|
|
2013
Q2 | $96K | Buy |
+1,728
| New | +$96K | 0.01% | 544 |
|