Mount Yale Investment Advisors’s Fox Class A FOXA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,364	Closed	-$76.4K	–	1017
2025 Q2	$76.4K	Buy	+1,364	New	+$71.9K	0.01%	704
2024 Q3	–	Sell	-161,244	Closed	-$5.54M	–	569
2024 Q2	$5.54M	Sell	161,244 -24,323	-13%	-$794K	0.44%	41
2024 Q1	$5.8M	Buy	185,567 +29,608	+19%	+$899K	0.45%	44
2023 Q4	$4.63M	Sell	155,959 -47,105	-23%	-$1.43M	0.44%	47
2023 Q3	$6.34M	Sell	203,064 -2,263	-1%	-$74.3K	0.69%	19
2023 Q2	$6.98M	Sell	205,327 -6,505	-3%	-$213K	0.74%	17
2023 Q1	$7.21M	Buy	211,832 +2,249	+1%	+$76K	0.81%	12
2022 Q4	$6.37M	Buy	+209,583	New	+$6.4M	0.73%	30
2019 Q4	–	Sell	-6,479	Closed	-$223K	–	329
2019 Q3	$223K	Buy	+6,479	New	+$224K	0.04%	290