Mount Yale Investment Advisors’s Advance Auto Parts AAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3K | Buy |
+200
| New | +$9.3K | ﹤0.01% | 1146 |
|
|
2023
Q4 | – | Sell |
-72,352
| Closed | -$4.05M | – | 494 |
|
|
2023
Q3 | $4.05M | Buy |
72,352
+7,106
| +11% | +$397K | 0.44% | 51 |
|
|
2023
Q2 | $4.59M | Buy |
65,246
+20,087
| +44% | +$1.41M | 0.49% | 41 |
|
|
2023
Q1 | $5.49M | Buy |
45,159
+2,645
| +6% | +$322K | 0.62% | 34 |
|
|
2022
Q4 | $6.25M | Buy |
+42,514
| New | +$6.25M | 0.71% | 33 |
|
|
2018
Q4 | – | Sell |
-168
| Closed | -$29K | – | 306 |
|
|
2018
Q3 | $29K | Sell |
168
-176
| -51% | -$30.4K | 0.01% | 708 |
|
|
2018
Q2 | $47K | Hold |
344
| – | – | 0.01% | 639 |
|
|
2018
Q1 | $41K | Buy |
+344
| New | +$41K | 0.01% | 647 |
|