Mount Yale Investment Advisors’s Axalta AXTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35K Buy
+79
New +$2.35K ﹤0.01% 1317
2023
Q2
Sell
-10,094
Closed -$306K 480
2023
Q1
$306K Sell
10,094
-1,231
-11% -$37.3K 0.03% 371
2022
Q4
$288K Sell
11,325
-1,974
-15% -$50.3K 0.03% 356
2022
Q3
$280K Buy
13,299
+1,411
+12% +$29.7K 0.04% 353
2022
Q2
$263K Buy
11,888
+1,048
+10% +$23.2K 0.03% 382
2022
Q1
$266K Buy
10,840
+393
+4% +$9.64K 0.03% 398
2021
Q4
$346K Buy
10,447
+74
+0.7% +$2.45K 0.04% 337
2021
Q3
$303K Buy
+10,373
New +$303K 0.03% 348