Keudell/Morrison Wealth Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$233K Buy
2022
Q1
Sell
2021
Q4
$274K Sell
2021
Q3
$256K Sell
2021
Q2
$293K Buy
2021
Q1
$252K Buy