WSTAM
Wilbanks Smith & Thomas Asset Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $461K | Sell |
660
-6
| -0.9% | -$4.19K | 0.01% | 356 |
|
|
2023
Q4 | $387K | Sell |
666
-19
| -3% | -$11K | 0.01% | 378 |
|
|
2023
Q3 | $314K | Sell |
685
-286
| -29% | -$131K | 0.01% | 388 |
|
|
2023
Q2 | $471K | Buy |
971
+38
| +4% | +$18.4K | 0.02% | 326 |
|
|
2023
Q1 | $372K | Sell |
933
-43
| -4% | -$17.2K | 0.01% | 361 |
|
|
2022
Q4 | $368K | Sell |
976
-10
| -1% | -$3.77K | 0.01% | 360 |
|
|
2022
Q3 | $298K | Hold |
986
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $315K | Buy |
986
+148
| +18% | +$47.3K | 0.01% | 372 |
|
|
2022
Q1 | $280K | Buy |
838
+174
| +26% | +$58.1K | 0.01% | 408 |
|
|
2021
Q4 | $286K | Sell |
664
-15
| -2% | -$6.46K | 0.01% | 423 |
|
|
2021
Q3 | $227K | Buy |
+679
| New | +$227K | 0.01% | 453 |
|
|
2021
Q1 | – | Sell |
-1,468
| Closed | -$380K | – | 482 |
|
|
2020
Q4 | $380K | Sell |
1,468
-161
| -10% | -$41.7K | 0.02% | 297 |
|
|
2020
Q3 | $316K | Buy |
1,629
+31
| +2% | +$6.01K | 0.02% | 304 |
|
|
2020
Q2 | $311K | Buy |
1,598
+18
| +1% | +$3.5K | 0.02% | 302 |
|
|
2020
Q1 | $227K | Buy |
1,580
+112
| +8% | +$16.1K | 0.02% | 323 |
|
|
2019
Q4 | $262K | Sell |
1,468
-56
| -4% | -$10K | 0.02% | 349 |
|
|
2019
Q3 | $243K | Buy |
+1,524
| New | +$243K | 0.02% | 363 |
|