Mount Yale Investment Advisors’s Acadia Healthcare ACHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-450	Closed	-$10.2K	–	684
2025 Q2	$10.2K	Buy	+450	New	+$10.7K	﹤0.01%	1133
2024 Q2	–	Sell	-5,432	Closed	-$430K	–	545
2024 Q1	$430K	Buy	5,432 +112	+2%	+$9.16K	0.03%	386
2023 Q4	$414K	Sell	5,320 -98	-2%	-$7.25K	0.04%	353
2023 Q3	$381K	Sell	5,418 -1	-0%	-$75	0.04%	353
2023 Q2	$432K	Buy	5,419 +68	+1%	+$4.91K	0.05%	327
2023 Q1	$387K	Sell	5,351 -3,282	-38%	-$256K	0.04%	336
2022 Q4	$711K	Sell	8,633 -1,010	-10%	-$83.3K	0.08%	247
2022 Q3	$754K	Buy	9,643 +3,232	+50%	+$258K	0.1%	212
2022 Q2	$434K	Buy	6,411 +2,157	+51%	+$150K	0.05%	304
2022 Q1	$279K	Sell	4,254 -680	-14%	-$39.5K	0.03%	381
2021 Q4	$299K	Sell	4,934 -68	-1%	-$4.05K	0.03%	373
2021 Q3	$319K	Buy	5,002 +196	+4%	+$12.4K	0.04%	343
2021 Q2	$302K	Sell	4,806 -38	-0.8%	-$2.38K	0.04%	317
2021 Q1	$277K	Sell	4,844 -168	-3%	-$9.09K	0.04%	331
2020 Q4	$252K	Buy	+5,012	New	+$200K	0.04%	338
2018 Q4	–	Sell	-450	Closed	-$18K	–	311
2018 Q3	$18K	Hold	450	–	–	﹤0.01%	798
2018 Q2	$18K	Hold	450	–	–	﹤0.01%	813
2018 Q1	$18K	Buy	+450	New	+$16.5K	﹤0.01%	786