Mount Yale Investment Advisors’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Buy |
+546
| New | +$36.2K | ﹤0.01% | 900 |
|
|
2025
Q1 | – | Sell |
-6,216
| Closed | -$405K | – | 564 |
|
|
2024
Q4 | $405K | Hold |
6,216
| – | – | 0.03% | 376 |
|
|
2024
Q3 | $448K | Hold |
6,216
| – | – | 0.04% | 363 |
|
|
2024
Q2 | $437K | Buy |
6,216
+37
| +0.6% | +$2.6K | 0.03% | 368 |
|
|
2024
Q1 | $491K | Sell |
6,179
-256
| -4% | -$20.3K | 0.04% | 351 |
|
|
2023
Q4 | $503K | Buy |
6,435
+350
| +6% | +$27.3K | 0.05% | 317 |
|
|
2023
Q3 | $405K | Hold |
6,085
| – | – | 0.04% | 336 |
|
|
2023
Q2 | $472K | Sell |
6,085
-7,197
| -54% | -$558K | 0.05% | 316 |
|
|
2023
Q1 | $892K | Sell |
13,282
-14,981
| -53% | -$1.01M | 0.1% | 203 |
|
|
2022
Q4 | $1.83M | Buy |
28,263
+5,492
| +24% | +$355K | 0.21% | 107 |
|
|
2022
Q3 | $1.21M | Buy |
22,771
+11,484
| +102% | +$611K | 0.16% | 140 |
|
|
2022
Q2 | $566K | Sell |
11,287
-12,852
| -53% | -$644K | 0.07% | 265 |
|
|
2022
Q1 | $1.41M | Buy |
24,139
+10
| +0% | +$584 | 0.15% | 147 |
|
|
2021
Q4 | $1.46M | Buy |
24,129
+1,864
| +8% | +$113K | 0.15% | 147 |
|
|
2021
Q3 | $1.36M | Buy |
22,265
+10,902
| +96% | +$667K | 0.16% | 143 |
|
|
2021
Q2 | $732K | Buy |
11,363
+68
| +0.6% | +$4.38K | 0.09% | 221 |
|
|
2021
Q1 | $734K | Buy |
11,295
+1,777
| +19% | +$115K | 0.1% | 219 |
|
|
2020
Q4 | $582K | Sell |
9,518
-1,099
| -10% | -$67.2K | 0.08% | 234 |
|
|
2020
Q3 | $611K | Buy |
10,617
+1,074
| +11% | +$61.8K | 0.09% | 216 |
|
|
2020
Q2 | $521K | Buy |
9,543
+257
| +3% | +$14K | 0.09% | 222 |
|
|
2020
Q1 | $372K | Buy |
9,286
+948
| +11% | +$38K | 0.08% | 222 |
|
|
2019
Q4 | $509K | Buy |
+8,338
| New | +$509K | 0.09% | 194 |
|