Waverly Advisors’s KLA KLAC Stock Holding History

Waverly 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 Q2	$678K	Buy
2025 Q1	$488K	Buy
2024 Q4	$444K	Buy
2024 Q3	–	Sell
2024 Q2	$259K	Hold
2024 Q1	$220K	Buy
2014 Q1	–	Sell
2013 Q4	$161K	Hold
2013 Q3	$152K	Buy