Mount Yale Investment Advisors, LLC Formula Systems (1985) LTD Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$92.25 - $121.8 $191,234 - $252,491	-2,073 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$96.37 - $125.78 $1,734 - $2,264	18 Added 0.88%	2,073 $257,000
Q3 2021 Nov 02, 2021	SELL	$84.62 - $103.65 $164,332 - $201,288	-1,942 Reduced 48.59%	2,055 $202,000
Q2 2021 Aug 04, 2021	SELL	$83.0 - $96.1 $30,710 - $35,557	-370 Reduced 8.47%	3,997 $360,000
Q1 2021 May 04, 2021	SELL	$80.1 - $96.6 $12,976 - $15,649	-162 Reduced 3.58%	4,367 $388,000
Q4 2020 Feb 12, 2021	SELL	$75.3 - $90.0 $4,066 - $4,860	-54 Reduced 1.18%	4,529 $387,000
Q3 2020 Nov 16, 2020	SELL	$76.55 - $99.06 $10,717 - $13,868	-140 Reduced 2.96%	4,583 $381,000
Q2 2020 Jul 09, 2020	SELL	$50.26 - $89.0 $37,644 - $66,661	-749 Reduced 13.69%	4,723 $355,000
Q1 2020 May 04, 2020	SELL	$38.12 - $74.98 $30,800 - $60,583	-808 Reduced 12.87%	5,472 $293,000
Q4 2019 Feb 13, 2020	SELL	$61.55 - $73.68 $69,674 - $83,405	-1,132 Reduced 15.27%	6,280 $440,000
Q3 2019 Nov 14, 2019	SELL	$49.5 - $64.3 $7,722 - $10,030	-156 Reduced 2.06%	7,412 $463,000
Q2 2019 Aug 13, 2019	SELL	$42.0 - $51.98 $6,300 - $7,796	-150 Reduced 1.94%	7,568 $426,000
Q1 2019 May 15, 2019	SELL	$35.64 - $43.0 $8,767 - $10,578	-246 Reduced 3.09%	7,718 $348,000
Q4 2018 Feb 14, 2019	SELL	$35.22 - $43.3 $8,135 - $10,002	-231 Reduced 2.82%	7,964 $311,000
Q3 2018 Nov 13, 2018	SELL	$33.15 - $43.24 $48,962 - $63,865	-1,477 Reduced 15.27%	8,195 $325,000
Q2 2018 Aug 22, 2018	SELL	$32.57 - $38.85 $204,409 - $243,822	-6,276 Reduced 39.35%	9,672 $342,000
Q1 2018 Jun 25, 2018	BUY	$34.5 - $44.95 $550,206 - $716,862	15,948 New	15,948 $577,000

Others Institutions Holding FORTY

# of Institutions

Shares Held

852K

Call Options Held

Put Options Held

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About FORMULA SYSTEMS (1985) LTD

Ticker FORTY
Exchange NASDAQ
Sector Technology
Industry Information Technology Services
Shares Outstandng 15,317,700
Market Cap $1.47B
Description
Formula Systems (1985) Ltd., through its subsidiaries, provides proprietary and non-proprietary software solutions, IT professional services, software product marketing and support, and computer infrastructure and integration solutions worldwide. The company offers computer and telecommunication infrastructure solutions; computer solutions to co...

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