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Synergy Asset Management’s KLA KLAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.61M Sell
4,026
-1,146
-22% -$1.03M 0.41% 46
2025
Q1
$3.52M Sell
5,172
-569
-10% -$387K 0.44% 47
2024
Q4
$3.66M Buy
+5,741
New +$3.66M 0.28% 62