MYIA
Mount Yale Investment Advisors’s Fox Class A FOXA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4K | Buy |
+1,364
| New | +$76.4K | 0.01% | 704 |
|
|
2024
Q3 | – | Sell |
-161,244
| Closed | -$5.54M | – | 554 |
|
|
2024
Q2 | $5.54M | Sell |
161,244
-24,323
| -13% | -$836K | 0.44% | 41 |
|
|
2024
Q1 | $5.8M | Buy |
185,567
+29,608
| +19% | +$926K | 0.45% | 44 |
|
|
2023
Q4 | $4.63M | Sell |
155,959
-47,105
| -23% | -$1.4M | 0.44% | 47 |
|
|
2023
Q3 | $6.34M | Sell |
203,064
-2,263
| -1% | -$70.6K | 0.69% | 19 |
|
|
2023
Q2 | $6.98M | Sell |
205,327
-6,505
| -3% | -$221K | 0.74% | 17 |
|
|
2023
Q1 | $7.21M | Buy |
211,832
+2,249
| +1% | +$76.6K | 0.81% | 12 |
|
|
2022
Q4 | $6.37M | Buy |
+209,583
| New | +$6.37M | 0.72% | 30 |
|
|
2019
Q4 | – | Sell |
-6,479
| Closed | -$223K | – | 327 |
|
|
2019
Q3 | $223K | Buy |
+6,479
| New | +$223K | 0.04% | 290 |
|