United Capital Financial Advisors’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,849
| Closed | -$429K | – | 1093 |
|
|
2025
Q1 | $429K | Buy |
+2,849
| New | +$429K | ﹤0.01% | 786 |
|
|
2024
Q2 | – | Sell |
-854
| Closed | -$231K | – | 1044 |
|
|
2024
Q1 | $231K | Sell |
854
-45
| -5% | -$12.2K | ﹤0.01% | 961 |
|
|
2023
Q4 | $213K | Buy |
+899
| New | +$213K | ﹤0.01% | 982 |
|
|
2022
Q2 | – | Sell |
-991
| Closed | -$281K | – | 1133 |
|
|
2022
Q1 | $281K | Hold |
991
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q4 | $373K | Buy |
991
+66
| +7% | +$24.8K | ﹤0.01% | 947 |
|
|
2021
Q3 | $382K | Buy |
925
+10
| +1% | +$4.13K | ﹤0.01% | 932 |
|
|
2021
Q2 | $338K | Buy |
915
+140
| +18% | +$51.7K | ﹤0.01% | 982 |
|
|
2021
Q1 | $225K | Buy |
+775
| New | +$225K | ﹤0.01% | 1078 |
|
|
2019
Q3 | – | Sell |
-6,293
| Closed | -$893K | – | 1335 |
|
|
2019
Q2 | $893K | Sell |
6,293
-683
| -10% | -$96.9K | 0.01% | 849 |
|
|
2019
Q1 | $1.01M | Sell |
6,976
-929
| -12% | -$135K | 0.01% | 767 |
|
|
2018
Q4 | $883K | Sell |
7,905
-2,079
| -21% | -$232K | 0.01% | 747 |
|
|
2018
Q3 | $1.34M | Buy |
9,984
+123
| +1% | +$16.4K | 0.01% | 698 |
|
|
2018
Q2 | $1.11M | Sell |
9,861
-242
| -2% | -$27.2K | 0.01% | 743 |
|
|
2018
Q1 | $1.08M | Buy |
10,103
+717
| +8% | +$76.5K | 0.01% | 762 |
|
|
2017
Q4 | $1.03M | Sell |
9,386
-566
| -6% | -$61.9K | 0.01% | 775 |
|
|
2017
Q3 | $1.08M | Buy |
+9,952
| New | +$1.08M | 0.01% | 762 |
|