Winthrop Advisory Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
1,034
+8
| +0.8% | +$7.16K | 0.09% | 71 |
|
|
2025
Q1 | $698K | Sell |
1,026
-20
| -2% | -$13.6K | 0.08% | 72 |
|
|
2024
Q4 | $659K | Sell |
1,046
-1
| -0.1% | -$630 | 0.08% | 79 |
|
|
2024
Q3 | $811K | Buy |
1,047
+1
| +0.1% | +$774 | 0.1% | 66 |
|
|
2024
Q2 | $862K | Buy |
1,046
+3
| +0.3% | +$2.47K | 0.12% | 58 |
|
|
2024
Q1 | $728K | Sell |
1,043
-39
| -4% | -$27.2K | 0.11% | 63 |
|
|
2023
Q4 | $629K | Hold |
1,082
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $496K | Buy |
1,082
+4
| +0.4% | +$1.84K | 0.08% | 71 |
|
|
2023
Q2 | $523K | Sell |
1,078
-3
| -0.3% | -$1.46K | 0.08% | 72 |
|
|
2023
Q1 | $431K | Buy |
1,081
+6
| +0.6% | +$2.39K | 0.08% | 78 |
|
|
2022
Q4 | $405K | Buy |
1,075
+2
| +0.2% | +$754 | 0.08% | 82 |
|
|
2022
Q3 | $325K | Buy |
1,073
+2
| +0.2% | +$606 | 0.07% | 79 |
|
|
2022
Q2 | $342K | Sell |
1,071
-33
| -3% | -$10.5K | 0.08% | 80 |
|
|
2022
Q1 | $404K | Buy |
1,104
+2
| +0.2% | +$732 | 0.08% | 83 |
|
|
2021
Q4 | $474K | Buy |
1,102
+1
| +0.1% | +$430 | 0.1% | 70 |
|
|
2021
Q3 | $368K | Buy |
1,101
+2
| +0.2% | +$668 | 0.08% | 86 |
|
|
2021
Q2 | $356K | Buy |
1,099
+2
| +0.2% | +$648 | 0.08% | 85 |
|
|
2021
Q1 | $363K | Sell |
1,097
-298
| -21% | -$98.6K | 0.09% | 79 |
|
|
2020
Q4 | $361K | Sell |
1,395
-90
| -6% | -$23.3K | 0.09% | 82 |
|
|
2020
Q3 | $294K | Buy |
1,485
+187
| +14% | +$37K | 0.09% | 85 |
|
|
2020
Q2 | $251K | Buy |
+1,298
| New | +$251K | 0.09% | 77 |
|
|
2020
Q1 | – | Sell |
-1,394
| Closed | -$248K | – | 92 |
|
|
2019
Q4 | $248K | Buy |
1,394
+7
| +0.5% | +$1.25K | 0.09% | 94 |
|
|
2019
Q3 | $221K | Buy |
+1,387
| New | +$221K | 0.09% | 87 |
|