Mount Yale Investment Advisors’s Global Payments GPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Buy |
+229
| New | +$18.3K | ﹤0.01% | 1052 |
|
|
2024
Q2 | – | Sell |
-4,111
| Closed | -$549K | – | 546 |
|
|
2024
Q1 | $549K | Sell |
4,111
-212
| -5% | -$28.3K | 0.04% | 334 |
|
|
2023
Q4 | $549K | Sell |
4,323
-21
| -0.5% | -$2.67K | 0.05% | 305 |
|
|
2023
Q3 | $501K | Sell |
4,344
-8,561
| -66% | -$988K | 0.05% | 307 |
|
|
2023
Q2 | $1.27M | Buy |
12,905
+1,948
| +18% | +$192K | 0.13% | 155 |
|
|
2023
Q1 | $1.15M | Buy |
10,957
+3,526
| +47% | +$371K | 0.13% | 163 |
|
|
2022
Q4 | $738K | Sell |
7,431
-3,216
| -30% | -$319K | 0.08% | 239 |
|
|
2022
Q3 | $1.15M | Buy |
10,647
+48
| +0.5% | +$5.19K | 0.15% | 147 |
|
|
2022
Q2 | $1.17M | Buy |
10,599
+482
| +5% | +$53.3K | 0.15% | 156 |
|
|
2022
Q1 | $1.38M | Buy |
10,117
+3,311
| +49% | +$453K | 0.15% | 150 |
|
|
2021
Q4 | $920K | Sell |
6,806
-1,179
| -15% | -$159K | 0.1% | 218 |
|
|
2021
Q3 | $1.26M | Buy |
7,985
+2,834
| +55% | +$446K | 0.14% | 158 |
|
|
2021
Q2 | $966K | Sell |
5,151
-16
| -0.3% | -$3K | 0.12% | 180 |
|
|
2021
Q1 | $1.04M | Buy |
5,167
+1,014
| +24% | +$204K | 0.14% | 157 |
|
|
2020
Q4 | $895K | Buy |
4,153
+229
| +6% | +$49.4K | 0.13% | 178 |
|
|
2020
Q3 | $697K | Buy |
3,924
+112
| +3% | +$19.9K | 0.1% | 195 |
|
|
2020
Q2 | $647K | Buy |
+3,812
| New | +$647K | 0.12% | 185 |
|
|
2018
Q4 | – | Sell |
-216
| Closed | -$25K | – | 496 |
|
|
2018
Q3 | $25K | Hold |
216
| – | – | ﹤0.01% | 734 |
|
|
2018
Q2 | $24K | Hold |
216
| – | – | ﹤0.01% | 750 |
|
|
2018
Q1 | $24K | Buy |
+216
| New | +$24K | 0.01% | 734 |
|