Mount Yale Investment Advisors’s Acadia Healthcare ACHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Buy |
+450
| New | +$10.2K | ﹤0.01% | 1132 |
|
|
2024
Q2 | – | Sell |
-5,432
| Closed | -$430K | – | 532 |
|
|
2024
Q1 | $430K | Buy |
5,432
+112
| +2% | +$8.87K | 0.03% | 386 |
|
|
2023
Q4 | $414K | Sell |
5,320
-98
| -2% | -$7.62K | 0.04% | 353 |
|
|
2023
Q3 | $381K | Sell |
5,418
-1
| -0% | -$70 | 0.04% | 352 |
|
|
2023
Q2 | $432K | Buy |
5,419
+68
| +1% | +$5.42K | 0.05% | 327 |
|
|
2023
Q1 | $387K | Sell |
5,351
-3,282
| -38% | -$237K | 0.04% | 336 |
|
|
2022
Q4 | $711K | Sell |
8,633
-1,010
| -10% | -$83.1K | 0.08% | 245 |
|
|
2022
Q3 | $754K | Buy |
9,643
+3,232
| +50% | +$253K | 0.1% | 212 |
|
|
2022
Q2 | $434K | Buy |
6,411
+2,157
| +51% | +$146K | 0.05% | 303 |
|
|
2022
Q1 | $279K | Sell |
4,254
-680
| -14% | -$44.6K | 0.03% | 381 |
|
|
2021
Q4 | $299K | Sell |
4,934
-68
| -1% | -$4.12K | 0.03% | 369 |
|
|
2021
Q3 | $319K | Buy |
5,002
+196
| +4% | +$12.5K | 0.04% | 342 |
|
|
2021
Q2 | $302K | Sell |
4,806
-38
| -0.8% | -$2.39K | 0.04% | 316 |
|
|
2021
Q1 | $277K | Sell |
4,844
-168
| -3% | -$9.61K | 0.04% | 330 |
|
|
2020
Q4 | $252K | Buy |
+5,012
| New | +$252K | 0.04% | 337 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$18K | – | 309 |
|
|
2018
Q3 | $18K | Hold |
450
| – | – | ﹤0.01% | 798 |
|
|
2018
Q2 | $18K | Hold |
450
| – | – | ﹤0.01% | 807 |
|
|
2018
Q1 | $18K | Buy |
+450
| New | +$18K | ﹤0.01% | 783 |
|