Mount Yale Investment Advisors’s Murphy USA MUSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $161K | Buy |
+396
| New | +$161K | 0.01% | 578 |
|
2025
Q1 | – | Sell |
-407
| Closed | -$204K | – | 558 |
|
2024
Q4 | $204K | Sell |
407
-46
| -10% | -$23.1K | 0.02% | 522 |
|
2024
Q3 | $223K | Buy |
+453
| New | +$223K | 0.02% | 505 |
|
2018
Q3 | – | Sell |
-239
| Closed | -$18K | – | 979 |
|
2018
Q2 | $18K | Buy |
239
+117
| +96% | +$8.81K | ﹤0.01% | 811 |
|
2018
Q1 | $9K | Buy |
+122
| New | +$9K | ﹤0.01% | 851 |
|