Root Financial Partners’s KLA KLAC Stock Holding History

Root Financial Partners’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$848K	Buy
2025 Q2	$673K	Buy
2025 Q1	$498K	Buy
2024 Q4	$448K	Buy
2024 Q3	$525K	Buy
2024 Q2	$543K	Buy
2024 Q1	$458K	Buy
2023 Q4	$366K	Sell
2023 Q3	$317K	Sell
2023 Q2	$359K	Sell
2023 Q1	$306K	Buy