Mount Yale Investment Advisors’s Lincoln Electric LECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
2,709
+56
| +2% | +$11.6K | 0.04% | 318 |
|
|
2025
Q1 | $502K | Buy |
2,653
+144
| +6% | +$27.2K | 0.04% | 325 |
|
|
2024
Q4 | $470K | Sell |
2,509
-79
| -3% | -$14.8K | 0.04% | 349 |
|
|
2024
Q3 | $497K | Sell |
2,588
-53
| -2% | -$10.2K | 0.05% | 345 |
|
|
2024
Q2 | $498K | Sell |
2,641
-252
| -9% | -$47.5K | 0.04% | 345 |
|
|
2024
Q1 | $739K | Sell |
2,893
-39
| -1% | -$9.96K | 0.06% | 288 |
|
|
2023
Q4 | $638K | Sell |
2,932
-123
| -4% | -$26.7K | 0.06% | 274 |
|
|
2023
Q3 | $555K | Buy |
3,055
+690
| +29% | +$125K | 0.06% | 286 |
|
|
2023
Q2 | $470K | Buy |
+2,365
| New | +$470K | 0.05% | 318 |
|