WMG Financial Advisors’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$303K	Buy	338 +15	+5%	+$13.4K	0.11%	127
2025 Q1	$220K	Buy	323 +1	+0.3%	+$680	0.09%	155
2024 Q4	$203K	Buy	322 +9	+3%	+$5.67K	0.09%	160
2024 Q3	$242K	Hold	313	–	–	0.11%	141
2024 Q2	$258K	Buy	+313	New	+$258K	0.14%	119