Number of Shares
21,977.00
Current Holdings Value*
$14.94 Mil
% of Portfolio
2.53%
Total Estimate Gain
$18.93 Mil
% of Total Estimate Gain
47.48%

Jackson Wealth Management, LLC's KLA Corp Holding Summary

As of 2025-03-31, Jackson Wealth Management, LLC held 21,977.00 shares of KLA Corp(KLAC), totaling $14.94 Mil. This investment constitutes 2.53% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0.02% of the outstanding KLA Corp(KLAC) stock.

The initial trade took place in 2020Q1. And since then Jackson Wealth Management, LLC has made 13 purchases of KLAC, at an average price of $334.30, for a total of 119,232.00 shares. In addition, there have been 8 sales at an average price of $394.05 for 97,255.00 shares. Based on historical transaction data and KLAC's current price of $931.12, Jackson Wealth Management, LLC's estimated gain on his KLAC holdings is $18.93 Mil, reflecting a 47.48% gain to date.

Jackson Wealth Management, LLC KLAC ($931.12) Holding Chart

Jackson Wealth Management, LLC KLAC ($931.12) 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 %

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