TruWealth Advisors’s KLA KLAC Stock Holding History

TruWealth Advisors’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	$506K	Hold
2025 Q2	$420K	Hold
2025 Q1	$319K	Hold
2024 Q4	$296K	Sell
2024 Q3	$367K	Hold
2024 Q2	$391K	Sell
2024 Q1	$340K	Hold
2023 Q4	$283K	Sell
2023 Q3	$227K	Hold
2023 Q2	$240K	Buy