A detailed history of Heritage Wealth Management, LLC transactions in Kla Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 3,422 shares of KLAC stock, worth $2.82 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
3,422
Previous 4,296 20.34%
Holding current value
$2.82 Million
Previous $2.5 Million 4.29%
% of portfolio
1.19%
Previous 1.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$544.31 - $723.26 $475,726 - $632,129
-874 Reduced 20.34%
3,422 $2.39 Million
Q4 2023

Feb 06, 2024

SELL
$451.84 - $591.47 $4.88 Million - $6.39 Million
-10,808 Reduced 71.56%
4,296 $2.5 Million
Q4 2022

Feb 13, 2023

BUY
$263.22 - $409.03 $2.15 Million - $3.34 Million
8,160 Added 117.51%
15,104 $5.69 Million
Q3 2022

Nov 14, 2022

BUY
$293.0 - $397.4 $111,633 - $151,409
381 Added 5.81%
6,944 $2.1 Million
Q2 2022

Aug 15, 2022

SELL
$310.4 - $371.77 $5,897 - $7,063
-19 Reduced 0.29%
6,563 $2.09 Million
Q1 2022

Aug 15, 2022

BUY
$314.14 - $445.0 $546,917 - $774,745
1,741 Added 35.96%
6,582 $2.41 Million
Q3 2021

Nov 10, 2021

BUY
$293.22 - $372.02 $215,516 - $273,434
735 Added 17.9%
4,841 $1.62 Million
Q2 2021

Aug 11, 2021

BUY
$286.74 - $355.08 $73,692 - $91,255
257 Added 6.68%
4,106 $1.33 Million
Q1 2021

Jul 16, 2021

BUY
$260.33 - $337.18 $1 Million - $1.3 Million
3,849 New
3,849 $1.27 Million

Others Institutions Holding KLAC

About KLA CORP


  • Ticker KLAC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductor Equipment & Materials
  • Shares Outstandng 141,718,000
  • Market Cap $117B
  • Description
  • KLA Corporation designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through four segments: Semiconductor Process Control; Specialty Semiconductor Process; PCB, Display and Component Inspection; and Other. The company o...
More about KLAC
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.