Heritage Family Offices’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.13M	Hold	3,169	–	–	1.08%	18
2025 Q1	$2.15M	Buy	3,169 +215	+7%	+$146K	1.1%	18
2024 Q4	$1.86M	Buy	2,954 +172	+6%	+$108K	0.93%	26
2024 Q3	$2.15M	Sell	2,782 -152	-5%	-$118K	1.11%	16
2024 Q2	$2.42M	Buy	+2,934	New	+$2.42M	1.34%	12