Williams Jones Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
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|
2025
Q1 | $3.58M | Hold |
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|
2024
Q4 | $3.31M | Hold |
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|
2024
Q3 | $4.07M | Hold |
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|
2024
Q2 | $4.34M | Hold |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $3.05M | Hold |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.55M | Hold |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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