Mount Yale Investment Advisors’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,174
| Closed | -$373K | – | 544 |
|
|
2024
Q4 | $373K | Sell |
5,174
-6,775
| -57% | -$488K | 0.03% | 395 |
|
|
2024
Q3 | $973K | Buy |
11,949
+3,390
| +40% | +$276K | 0.09% | 202 |
|
|
2024
Q2 | $636K | Sell |
8,559
-423
| -5% | -$31.4K | 0.05% | 298 |
|
|
2024
Q1 | $700K | Buy |
8,982
+4,961
| +123% | +$387K | 0.05% | 291 |
|
|
2023
Q4 | $287K | Sell |
4,021
-5,344
| -57% | -$382K | 0.03% | 419 |
|
|
2023
Q3 | $650K | Buy |
9,365
+38
| +0.4% | +$2.64K | 0.07% | 260 |
|
|
2023
Q2 | $755K | Buy |
+9,327
| New | +$755K | 0.08% | 247 |
|