Mount Yale Investment 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 | $1.52M | Buy |
1,695
+31
| +2% | +$27.8K | 0.12% | 151 |
|
|
2025
Q1 | $1.13M | Sell |
1,664
-213
| -11% | -$145K | 0.1% | 177 |
|
|
2024
Q4 | $1.18M | Sell |
1,877
-13
| -0.7% | -$8.19K | 0.1% | 175 |
|
|
2024
Q3 | $1.46M | Sell |
1,890
-38
| -2% | -$29.4K | 0.14% | 153 |
|
|
2024
Q2 | $1.59M | Sell |
1,928
-352
| -15% | -$290K | 0.13% | 156 |
|
|
2024
Q1 | $1.59M | Buy |
2,280
+54
| +2% | +$37.7K | 0.12% | 159 |
|
|
2023
Q4 | $1.29M | Sell |
2,226
-62
| -3% | -$36K | 0.12% | 170 |
|
|
2023
Q3 | $1.05M | Sell |
2,288
-3
| -0.1% | -$1.38K | 0.11% | 181 |
|
|
2023
Q2 | $1.11M | Buy |
2,291
+1,159
| +102% | +$562K | 0.12% | 179 |
|
|
2023
Q1 | $452K | Buy |
+1,132
| New | +$452K | 0.05% | 312 |
|
|
2022
Q3 | – | Sell |
-819
| Closed | -$261K | – | 461 |
|
|
2022
Q2 | $261K | Buy |
819
+64
| +8% | +$20.4K | 0.03% | 384 |
|
|
2022
Q1 | $276K | Buy |
755
+6
| +0.8% | +$2.19K | 0.03% | 384 |
|
|
2021
Q4 | $322K | Sell |
749
-55
| -7% | -$23.6K | 0.03% | 353 |
|
|
2021
Q3 | $269K | Sell |
804
-3
| -0.4% | -$1K | 0.03% | 376 |
|
|
2021
Q2 | $262K | Sell |
807
-249
| -24% | -$80.8K | 0.03% | 352 |
|
|
2021
Q1 | $349K | Sell |
1,056
-125
| -11% | -$41.3K | 0.05% | 291 |
|
|
2020
Q4 | $306K | Sell |
1,181
-86
| -7% | -$22.3K | 0.04% | 294 |
|
|
2020
Q3 | $245K | Sell |
1,267
-89
| -7% | -$17.2K | 0.03% | 296 |
|
|
2020
Q2 | $264K | Buy |
+1,356
| New | +$264K | 0.05% | 273 |
|