WJWM
Williams Jones Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
5,250
-10
| -0.2% | -$8.96K | 0.06% | 136 |
|
|
2025
Q1 | $3.58M | Hold |
5,260
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $3.31M | Hold |
5,260
| – | – | 0.04% | 159 |
|
|
2024
Q3 | $4.07M | Hold |
5,260
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $4.34M | Hold |
5,260
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $3.67M | Buy |
5,260
+10
| +0.2% | +$6.99K | 0.05% | 145 |
|
|
2023
Q4 | $3.05M | Hold |
5,250
| – | – | 0.04% | 156 |
|
|
2023
Q3 | $2.41M | Sell |
5,250
-8
| -0.2% | -$3.67K | 0.04% | 175 |
|
|
2023
Q2 | $2.55M | Hold |
5,258
| – | – | 0.04% | 179 |
|
|
2023
Q1 | $2.1M | Sell |
5,258
-2
| -0% | -$798 | 0.03% | 201 |
|
|
2022
Q4 | $1.98M | Buy |
5,260
+3
| +0.1% | +$1.13K | 0.03% | 201 |
|
|
2022
Q3 | $1.59M | Buy |
5,257
+2
| +0% | +$605 | 0.03% | 220 |
|
|
2022
Q2 | $1.68M | Buy |
+5,255
| New | +$1.68M | 0.03% | 218 |
|