Roehl & Yi Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$436K Buy
2025
Q4
$358K Sell
2025
Q3
$368K Buy
2025
Q2
$287K Sell
2025
Q1
$243K Sell
2024
Q4
$231K Buy