AssuredPartners Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
258
-56
-18% -$50.2K 0.06% 215
2025
Q1
$213K Buy
+314
New +$213K 0.04% 305