MYIA
Mount Yale Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
3,065
-487
| -14% | -$133K | 0.07% | 240 |
|
|
2025
Q1 | $953K | Sell |
3,552
-12,394
| -78% | -$3.33M | 0.08% | 201 |
|
|
2024
Q4 | $5.33M | Sell |
15,946
-2,244
| -12% | -$750K | 0.43% | 36 |
|
|
2024
Q3 | $4.98M | Buy |
+18,190
| New | +$4.98M | 0.48% | 42 |
|
|
2024
Q2 | – | Sell |
-1,258
| Closed | -$379K | – | 539 |
|
|
2024
Q1 | $379K | Buy |
1,258
+468
| +59% | +$141K | 0.03% | 404 |
|
|
2023
Q4 | $208K | Sell |
790
-5,453
| -87% | -$1.43M | 0.02% | 470 |
|
|
2023
Q3 | $1.27M | Buy |
6,243
+4,521
| +263% | +$917K | 0.14% | 158 |
|
|
2023
Q2 | $364K | Buy |
+1,722
| New | +$364K | 0.04% | 355 |
|
|
2022
Q2 | – | Sell |
-2,271
| Closed | -$482K | – | 461 |
|
|
2022
Q1 | $482K | Sell |
2,271
-2,343
| -51% | -$497K | 0.05% | 307 |
|
|
2021
Q4 | $1.17M | Buy |
4,614
+33
| +0.7% | +$8.39K | 0.12% | 183 |
|
|
2021
Q3 | $1.24M | Buy |
4,581
+405
| +10% | +$110K | 0.14% | 161 |
|
|
2021
Q2 | $1.02M | Buy |
4,176
+23
| +0.6% | +$5.62K | 0.12% | 173 |
|
|
2021
Q1 | $880K | Sell |
4,153
-1,490
| -26% | -$316K | 0.11% | 183 |
|
|
2020
Q4 | $1.26M | Buy |
5,643
+269
| +5% | +$59.9K | 0.18% | 130 |
|
|
2020
Q3 | $1.35M | Buy |
5,374
+2,017
| +60% | +$507K | 0.19% | 110 |
|
|
2020
Q2 | $629K | Buy |
+3,357
| New | +$629K | 0.11% | 193 |
|
|
2020
Q1 | – | Sell |
-1,672
| Closed | -$305K | – | 298 |
|
|
2019
Q4 | $305K | Sell |
1,672
-351
| -17% | -$64K | 0.05% | 273 |
|
|
2019
Q3 | $329K | Buy |
2,023
+524
| +35% | +$85.2K | 0.06% | 258 |
|
|
2019
Q2 | $212K | Buy |
+1,499
| New | +$212K | 0.04% | 287 |
|
|
2018
Q4 | – | Sell |
-1,794
| Closed | -$254K | – | 413 |
|
|
2018
Q3 | $254K | Sell |
1,794
-8
| -0.4% | -$1.13K | 0.04% | 278 |
|
|
2018
Q2 | $246K | Buy |
1,802
+63
| +4% | +$8.6K | 0.05% | 280 |
|
|
2018
Q1 | $202K | Buy |
+1,739
| New | +$202K | 0.04% | 289 |
|