Mount Yale Investment Advisors’s Masco MAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Buy |
+429
| New | +$27.6K | ﹤0.01% | 972 |
|
|
2025
Q1 | – | Sell |
-3,669
| Closed | -$266K | – | 557 |
|
|
2024
Q4 | $266K | Sell |
3,669
-508
| -12% | -$36.9K | 0.02% | 467 |
|
|
2024
Q3 | $351K | Sell |
4,177
-127
| -3% | -$10.7K | 0.03% | 394 |
|
|
2024
Q2 | $287K | Buy |
4,304
+70
| +2% | +$4.67K | 0.02% | 443 |
|
|
2024
Q1 | $334K | Sell |
4,234
-1,288
| -23% | -$102K | 0.03% | 426 |
|
|
2023
Q4 | $370K | Buy |
5,522
+562
| +11% | +$37.6K | 0.04% | 376 |
|
|
2023
Q3 | $265K | Buy |
4,960
+450
| +10% | +$24.1K | 0.03% | 413 |
|
|
2023
Q2 | $259K | Sell |
4,510
-14,173
| -76% | -$813K | 0.03% | 420 |
|
|
2023
Q1 | $929K | Buy |
18,683
+10,674
| +133% | +$531K | 0.1% | 196 |
|
|
2022
Q4 | $374K | Sell |
8,009
-12,848
| -62% | -$600K | 0.04% | 321 |
|
|
2022
Q3 | $974K | Buy |
20,857
+4,841
| +30% | +$226K | 0.13% | 167 |
|
|
2022
Q2 | $810K | Sell |
16,016
-264
| -2% | -$13.4K | 0.1% | 199 |
|
|
2022
Q1 | $830K | Buy |
16,280
+706
| +5% | +$36K | 0.09% | 225 |
|
|
2021
Q4 | $1.09M | Sell |
15,574
-171
| -1% | -$12K | 0.11% | 191 |
|
|
2021
Q3 | $875K | Buy |
15,745
+315
| +2% | +$17.5K | 0.1% | 212 |
|
|
2021
Q2 | $909K | Buy |
15,430
+74
| +0.5% | +$4.36K | 0.11% | 192 |
|
|
2021
Q1 | $920K | Sell |
15,356
-226
| -1% | -$13.5K | 0.12% | 180 |
|
|
2020
Q4 | $856K | Buy |
+15,582
| New | +$856K | 0.12% | 187 |
|
|
2019
Q2 | – | Sell |
-15,489
| Closed | -$609K | – | 318 |
|
|
2019
Q1 | $609K | Buy |
15,489
+794
| +5% | +$31.2K | 0.11% | 146 |
|
|
2018
Q4 | $532K | Buy |
14,695
+1,884
| +15% | +$68.2K | 0.11% | 164 |
|
|
2018
Q3 | $403K | Buy |
12,811
+3,111
| +32% | +$97.9K | 0.07% | 215 |
|
|
2018
Q2 | $363K | Sell |
9,700
-7,763
| -44% | -$291K | 0.07% | 227 |
|
|
2018
Q1 | $706K | Buy |
+17,463
| New | +$706K | 0.15% | 129 |
|