Number of Shares
1,938.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
2.86%
Total Estimate Gain
$507,375.84
% of Total Estimate Gain
36.38%

Charis Legacy Partners, LLC's KLA Corp Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 1,938.00 shares of KLA Corp(KLAC), totaling $1.74 Mil. This investment constitutes 2.86% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding KLA Corp(KLAC) stock.

The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 1 purchases of KLAC, at an average price of $679.04, for a total of 2,054.00 shares. In addition, there have been 1 sales at an average price of $751.16 for 116.00 shares. Based on historical transaction data and KLAC's current price of $936.53, Charis Legacy Partners, LLC's estimated gain on his KLAC holdings is $507,375.84, reflecting a 36.38% gain to date.

Charis Legacy Partners, LLC KLAC ($936.53) Holding Chart

Charis Legacy Partners, LLC KLAC ($936.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1