Navis Wealth Advisors, LLC KLAC Holdings History
Navis Wealth Advisors, LLC's KLA Corp Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 4,615.00 shares of KLA Corp(KLAC), totaling $3.14 Mil. This investment constitutes 3.08% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding KLA Corp(KLAC) stock.
The initial trade took place in 2023Q1. And since then Navis Wealth Advisors, LLC has made 3 purchases of KLAC, at an average price of $395.74, for a total of 9,047.00 shares. In addition, there have been 3 sales at an average price of $690.08 for 4,432.00 shares. Based on historical transaction data and KLAC's current price of $931.12, Navis Wealth Advisors, LLC's estimated gain on his KLAC holdings is $3.78 Mil, reflecting a 105.45% gain to date.
Navis Wealth Advisors, LLC KLAC ($931.12) Holding Chart
Navis Wealth Advisors, 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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