Private Wealth Partners’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Hold	300	–	–	0.02%	146
2025 Q1	$204K	Buy	+300	New	+$204K	0.02%	157
2024 Q4	–	Sell	-300	Closed	-$232K	–	177
2024 Q3	$232K	Sell	300 -2,000	-87%	-$1.55M	0.02%	159
2024 Q2	$1.9M	Hold	2,300	–	–	0.14%	63
2024 Q1	$1.61M	Hold	2,300	–	–	0.13%	69
2023 Q4	$1.34M	Hold	2,300	–	–	0.11%	75
2023 Q3	$1.05M	Hold	2,300	–	–	0.1%	75
2023 Q2	$1.12M	Hold	2,300	–	–	0.1%	72
2023 Q1	$918K	Buy	+2,300	New	+$918K	0.09%	85
2021 Q1	–	Sell	-2,460	Closed	-$637K	–	91
2020 Q4	$637K	Hold	2,460	–	–	0.07%	78
2020 Q3	$477K	Hold	2,460	–	–	0.06%	81
2020 Q2	$478K	Hold	2,460	–	–	0.07%	80
2020 Q1	$354K	Hold	2,460	–	–	0.06%	90
2019 Q4	$438K	Hold	2,460	–	–	0.06%	90
2019 Q3	$392K	Hold	2,460	–	–	0.06%	87
2019 Q2	$291K	Hold	2,460	–	–	0.04%	108
2019 Q1	$294K	Hold	2,460	–	–	0.05%	104
2018 Q4	$220K	Hold	2,460	–	–	0.04%	93
2018 Q3	$250K	Hold	2,460	–	–	0.04%	107
2018 Q2	$252K	Hold	2,460	–	–	0.04%	108
2018 Q1	$268K	Sell	2,460 -40	-2%	-$4.36K	0.05%	112
2017 Q4	$263K	Hold	2,500	–	–	0.05%	118
2017 Q3	$265K	Sell	2,500 -150	-6%	-$15.9K	0.05%	111
2017 Q2	$243K	Hold	2,650	–	–	0.05%	104
2017 Q1	$252K	Sell	2,650 -150	-5%	-$14.3K	0.06%	98
2016 Q4	$220K	Buy	+2,800	New	+$220K	0.05%	103