Mount Yale Investment Advisors’s Arch Capital ACGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
18,230
-20
| -0.1% | -$1.82K | 0.13% | 137 |
|
|
2025
Q1 | $1.76M | Sell |
18,250
-858
| -4% | -$82.5K | 0.15% | 129 |
|
|
2024
Q4 | $1.76M | Sell |
19,108
-628
| -3% | -$58K | 0.14% | 130 |
|
|
2024
Q3 | $2.21M | Sell |
19,736
-1,884
| -9% | -$211K | 0.21% | 108 |
|
|
2024
Q2 | $2.18M | Sell |
21,620
-7,619
| -26% | -$769K | 0.17% | 116 |
|
|
2024
Q1 | $2.7M | Sell |
29,239
-1,840
| -6% | -$170K | 0.21% | 102 |
|
|
2023
Q4 | $2.31M | Sell |
31,079
-844
| -3% | -$62.7K | 0.22% | 107 |
|
|
2023
Q3 | $2.54M | Buy |
31,923
+4,823
| +18% | +$384K | 0.28% | 81 |
|
|
2023
Q2 | $2.03M | Buy |
27,100
+5,639
| +26% | +$422K | 0.21% | 107 |
|
|
2023
Q1 | $1.46M | Buy |
+21,461
| New | +$1.46M | 0.16% | 134 |
|
|
2018
Q4 | – | Sell |
-1,169
| Closed | -$33K | – | 308 |
|
|
2018
Q3 | $33K | Sell |
1,169
-31
| -3% | -$875 | 0.01% | 681 |
|
|
2018
Q2 | $32K | Hold |
1,200
| – | – | 0.01% | 709 |
|
|
2018
Q1 | $34K | Buy |
+1,200
| New | +$34K | 0.01% | 686 |
|