Mount Yale Investment Advisors’s H.B. Fuller FUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
4,467
| – | – | 0.02% | 490 |
|
|
2025
Q1 | $251K | Hold |
4,467
| – | – | 0.02% | 476 |
|
|
2024
Q4 | $301K | Hold |
4,467
| – | – | 0.02% | 443 |
|
|
2024
Q3 | $355K | Sell |
4,467
-1
| -0% | -$79 | 0.03% | 391 |
|
|
2024
Q2 | $344K | Hold |
4,468
| – | – | 0.03% | 406 |
|
|
2024
Q1 | $356K | Sell |
4,468
-37
| -0.8% | -$2.95K | 0.03% | 413 |
|
|
2023
Q4 | $367K | Sell |
4,505
-73
| -2% | -$5.94K | 0.03% | 377 |
|
|
2023
Q3 | $314K | Sell |
4,578
-279
| -6% | -$19.1K | 0.03% | 385 |
|
|
2023
Q2 | $347K | Sell |
4,857
-46
| -0.9% | -$3.29K | 0.04% | 363 |
|
|
2023
Q1 | $336K | Sell |
4,903
-28
| -0.6% | -$1.92K | 0.04% | 358 |
|
|
2022
Q4 | $353K | Sell |
4,931
-194
| -4% | -$13.9K | 0.04% | 326 |
|
|
2022
Q3 | $308K | Sell |
5,125
-75
| -1% | -$4.51K | 0.04% | 338 |
|
|
2022
Q2 | $313K | Sell |
5,200
-554
| -10% | -$33.3K | 0.04% | 344 |
|
|
2022
Q1 | $380K | Sell |
5,754
-3,485
| -38% | -$230K | 0.04% | 328 |
|
|
2021
Q4 | $748K | Buy |
9,239
+2,132
| +30% | +$173K | 0.08% | 240 |
|
|
2021
Q3 | $459K | Buy |
7,107
+3,723
| +110% | +$240K | 0.05% | 301 |
|
|
2021
Q2 | $215K | Sell |
3,384
-24
| -0.7% | -$1.53K | 0.03% | 397 |
|
|
2021
Q1 | $214K | Buy |
+3,408
| New | +$214K | 0.03% | 386 |
|