Mount Yale Investment Advisors’s Graham Holdings Company GHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
+174
| New | +$165K | 0.01% | 574 |
|
|
2024
Q4 | – | Sell |
-230
| Closed | -$189K | – | 563 |
|
|
2024
Q3 | $189K | Buy |
+230
| New | +$189K | 0.02% | 527 |
|
|
2020
Q1 | – | Sell |
-756
| Closed | -$415K | – | 312 |
|
|
2019
Q4 | $415K | Buy |
756
+43
| +6% | +$23.6K | 0.07% | 240 |
|
|
2019
Q3 | $446K | Buy |
713
+143
| +25% | +$89.5K | 0.08% | 211 |
|
|
2019
Q2 | $400K | Sell |
570
-43
| -7% | -$30.2K | 0.07% | 224 |
|
|
2019
Q1 | $419K | Buy |
613
+39
| +7% | +$26.7K | 0.08% | 212 |
|
|
2018
Q4 | $382K | Buy |
574
+45
| +9% | +$29.9K | 0.08% | 224 |
|
|
2018
Q3 | $345K | Hold |
529
| – | – | 0.06% | 235 |
|
|
2018
Q2 | $310K | Buy |
529
+218
| +70% | +$128K | 0.06% | 244 |
|
|
2018
Q1 | $187K | Buy |
+311
| New | +$187K | 0.04% | 301 |
|