Mount Yale Investment Advisors’s International Flavors & Fragrances IFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
11,644
+3,674
| +46% | +$270K | 0.07% | 237 |
|
|
2025
Q1 | $619K | Buy |
7,970
+1,907
| +31% | +$148K | 0.05% | 283 |
|
|
2024
Q4 | $513K | Sell |
6,063
-1,274
| -17% | -$108K | 0.04% | 335 |
|
|
2024
Q3 | $770K | Sell |
7,337
-140
| -2% | -$14.7K | 0.07% | 247 |
|
|
2024
Q2 | $712K | Sell |
7,477
-2,509
| -25% | -$239K | 0.06% | 273 |
|
|
2024
Q1 | $859K | Sell |
9,986
-124
| -1% | -$10.7K | 0.07% | 249 |
|
|
2023
Q4 | $819K | Buy |
10,110
+20
| +0.2% | +$1.62K | 0.08% | 233 |
|
|
2023
Q3 | $688K | Buy |
10,090
+112
| +1% | +$7.64K | 0.07% | 251 |
|
|
2023
Q2 | $794K | Buy |
9,978
+213
| +2% | +$17K | 0.08% | 235 |
|
|
2023
Q1 | $898K | Buy |
9,765
+5,076
| +108% | +$467K | 0.1% | 201 |
|
|
2022
Q4 | $492K | Buy |
4,689
+164
| +4% | +$17.2K | 0.06% | 279 |
|
|
2022
Q3 | $411K | Buy |
4,525
+29
| +0.6% | +$2.63K | 0.05% | 295 |
|
|
2022
Q2 | $536K | Buy |
4,496
+200
| +5% | +$23.8K | 0.07% | 281 |
|
|
2022
Q1 | $564K | Buy |
4,296
+736
| +21% | +$96.6K | 0.06% | 287 |
|
|
2021
Q4 | $536K | Buy |
3,560
+340
| +11% | +$51.2K | 0.06% | 282 |
|
|
2021
Q3 | $431K | Buy |
+3,220
| New | +$431K | 0.05% | 308 |
|
|
2018
Q4 | – | Sell |
-2,805
| Closed | -$407K | – | 520 |
|
|
2018
Q3 | $407K | Sell |
2,805
-1
| -0% | -$145 | 0.07% | 213 |
|
|
2018
Q2 | $348K | Buy |
2,806
+34
| +1% | +$4.22K | 0.07% | 232 |
|
|
2018
Q1 | $380K | Buy |
+2,772
| New | +$380K | 0.08% | 218 |
|