United Capital Financial Advisors’s Cushman & Wakefield CWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,048
| Closed | -$103K | – | 1095 |
|
|
2025
Q1 | $103K | Sell |
10,048
-215
| -2% | -$2.2K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $134K | Sell |
10,263
-484
| -5% | -$6.33K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $146K | Sell |
10,747
-388
| -3% | -$5.29K | ﹤0.01% | 1024 |
|
|
2024
Q2 | $116K | Sell |
11,135
-1,037
| -9% | -$10.8K | ﹤0.01% | 995 |
|
|
2024
Q1 | $127K | Sell |
12,172
-281
| -2% | -$2.94K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $134K | Buy |
+12,453
| New | +$134K | ﹤0.01% | 1021 |
|