Mount Yale Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $349K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $264K | Buy |
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