Mount Yale Investment Advisors’s BellRing Brands BRBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Sell |
42
-2,890
| -99% | -$167K | ﹤0.01% | 1312 |
|
|
2025
Q1 | $218K | Sell |
2,932
-1,220
| -29% | -$90.8K | 0.02% | 503 |
|
|
2024
Q4 | $313K | Buy |
4,152
+83
| +2% | +$6.25K | 0.03% | 433 |
|
|
2024
Q3 | $247K | Buy |
4,069
+12
| +0.3% | +$729 | 0.02% | 486 |
|
|
2024
Q2 | $232K | Sell |
4,057
-683
| -14% | -$39K | 0.02% | 495 |
|
|
2024
Q1 | $280K | Sell |
4,740
-1,492
| -24% | -$88.1K | 0.02% | 465 |
|
|
2023
Q4 | $345K | Sell |
6,232
-2,961
| -32% | -$164K | 0.03% | 386 |
|
|
2023
Q3 | $379K | Sell |
9,193
-1,320
| -13% | -$54.4K | 0.04% | 353 |
|
|
2023
Q2 | $385K | Sell |
10,513
-2,370
| -18% | -$86.7K | 0.04% | 345 |
|
|
2023
Q1 | $438K | Sell |
12,883
-2,459
| -16% | -$83.6K | 0.05% | 317 |
|
|
2022
Q4 | $393K | Buy |
15,342
+4,125
| +37% | +$106K | 0.04% | 307 |
|
|
2022
Q3 | $231K | Buy |
11,217
+1,673
| +18% | +$34.5K | 0.03% | 392 |
|
|
2022
Q2 | $238K | Buy |
+9,544
| New | +$238K | 0.03% | 412 |
|