United Capital Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.79M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $7.01M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6.33M | Buy |
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|
2018
Q4 | $4.83M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $816K | Buy |
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|
2015
Q2 | $822K | Buy |
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|
2015
Q1 | $793K | Sell |
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|
2014
Q4 | $780K | Sell |
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|
2014
Q3 | $678K | Buy |
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