Mount Yale Investment Advisors’s Logitech LOGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
2,723
+68
+3% +$6.13K 0.02% 510
2025
Q1
$224K Buy
+2,655
New +$224K 0.02% 495
2024
Q4
Sell
-2,920
Closed -$262K 574
2024
Q3
$262K Sell
2,920
-33
-1% -$2.96K 0.03% 474
2024
Q2
$286K Buy
+2,953
New +$286K 0.02% 445