Congress Wealth Management’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	1,417 -255	-15%	-$229K	0.01%	652
2025 Q1	$1.16M	Buy	+1,672	New	+$1.16M	0.01%	600
2024 Q4	–	Sell	-294	Closed	-$228K	–	899
2024 Q3	$228K	Buy	294 +29	+11%	+$22.5K	﹤0.01%	798
2024 Q2	$219K	Buy	+265	New	+$219K	﹤0.01%	684