Winch Advisory Services’s KLA KLAC Stock Holding History

Winch Advisory Services’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$530K	Buy	592 +1	+0.2%	+$895	0.13%	66
2025 Q1	$402K	Hold	591	–	–	0.11%	73
2024 Q4	$373K	Hold	591	–	–	0.1%	71
2024 Q3	$458K	Hold	591	–	–	0.13%	68
2024 Q2	$488K	Hold	591	–	–	0.14%	61
2024 Q1	$413K	Sell	591 -11	-2%	-$7.69K	0.13%	65
2023 Q4	$350K	Hold	602	–	–	0.12%	67
2023 Q3	$276K	Hold	602	–	–	0.1%	68
2023 Q2	$292K	Hold	602	–	–	0.1%	68
2023 Q1	$240K	Hold	602	–	–	0.09%	73
2022 Q4	$227K	Hold	602	–	–	0.1%	74
2022 Q3	$182K	Hold	602	–	–	0.08%	71
2022 Q2	$192K	Sell	602 -1	-0.2%	-$319	0.08%	70
2022 Q1	$221K	Sell	603 -1	-0.2%	-$367	0.08%	72
2021 Q4	$260K	Buy	604 +3	+0.5%	+$1.29K	0.09%	69
2021 Q3	$201K	Hold	601	–	–	0.07%	72
2021 Q2	$195K	Hold	601	–	–	0.07%	70
2021 Q1	$199K	Hold	601	–	–	0.08%	65
2020 Q4	$156K	Buy	601 +23	+4%	+$5.97K	0.06%	62
2020 Q3	$112K	Hold	578	–	–	0.05%	61
2020 Q2	$112K	Hold	578	–	–	0.05%	60
2020 Q1	$83K	Hold	578	–	–	0.04%	65
2019 Q4	$103K	Sell	578 -150	-21%	-$26.7K	0.05%	78
2019 Q3	$116K	Hold	728	–	–	0.06%	71
2019 Q2	$86K	Hold	728	–	–	0.04%	88
2019 Q1	$87K	Hold	728	–	–	0.05%	89
2018 Q4	$65K	Hold	728	–	–	0.04%	88
2018 Q3	$74K	Hold	728	–	–	0.04%	91
2018 Q2	$75K	Hold	728	–	–	0.04%	97
2018 Q1	$79K	Hold	728	–	–	0.05%	95
2017 Q4	$76K	Hold	728	–	–	0.05%	81
2017 Q3	$77K	Hold	728	–	–	0.05%	74
2017 Q2	$67K	Hold	728	–	–	0.04%	101
2017 Q1	$69K	Hold	728	–	–	0.04%	105
2016 Q4	$57K	Hold	728	–	–	0.04%	90
2016 Q3	$51K	Hold	728	–	–	0.04%	90
2016 Q2	$53K	Hold	728	–	–	0.06%	75
2016 Q1	$53K	Hold	728	–	–	0.09%	40
2015 Q4	$50K	Hold	728	–	–	0.06%	46
2015 Q3	$36K	Hold	728	–	–	0.05%	58
2015 Q2	$41K	Hold	728	–	–	0.02%	114
2015 Q1	$42K	Buy	+728	New	+$42K	0.02%	89
2014 Q4	–	Sell	-728	Closed	-$57K	–	114
2014 Q3	$57K	Hold	728	–	–	0.04%	72
2014 Q2	$53K	Buy	+728	New	+$53K	0.03%	89