United Capital Financial Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+5,464
| New | +$228K | ﹤0.01% | 1005 |
|
|
2024
Q4 | – | Sell |
-7,195
| Closed | -$474K | – | 1068 |
|
|
2024
Q3 | $474K | Buy |
7,195
+492
| +7% | +$32.4K | ﹤0.01% | 742 |
|
|
2024
Q2 | $386K | Buy |
6,703
+1,873
| +39% | +$108K | ﹤0.01% | 773 |
|
|
2024
Q1 | $308K | Buy |
4,830
+1,264
| +35% | +$80.5K | ﹤0.01% | 861 |
|
|
2023
Q4 | $225K | Buy |
+3,566
| New | +$225K | ﹤0.01% | 961 |
|
|
2019
Q3 | – | Sell |
-3,159
| Closed | -$262K | – | 1360 |
|
|
2019
Q2 | $262K | Buy |
3,159
+98
| +3% | +$8.13K | ﹤0.01% | 1250 |
|
|
2019
Q1 | $235K | Sell |
3,061
-222
| -7% | -$17K | ﹤0.01% | 1199 |
|
|
2018
Q4 | $211K | Buy |
3,283
+18
| +0.6% | +$1.16K | ﹤0.01% | 1186 |
|
|
2018
Q3 | $247K | Sell |
3,265
-165
| -5% | -$12.5K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $265K | Sell |
3,430
-60
| -2% | -$4.64K | ﹤0.01% | 1132 |
|
|
2018
Q1 | $232K | Buy |
3,490
+405
| +13% | +$26.9K | ﹤0.01% | 1186 |
|
|
2017
Q4 | $253K | Sell |
3,085
-1,076
| -26% | -$88.2K | ﹤0.01% | 1169 |
|
|
2017
Q3 | $322K | Buy |
4,161
+102
| +3% | +$7.89K | ﹤0.01% | 1090 |
|
|
2017
Q2 | $257K | Buy |
4,059
+715
| +21% | +$45.3K | ﹤0.01% | 1124 |
|
|
2017
Q1 | $202K | Buy |
+3,344
| New | +$202K | ﹤0.01% | 1180 |
|
|
2016
Q3 | – | Sell |
-5,295
| Closed | -$211K | – | 1275 |
|
|
2016
Q2 | $211K | Buy |
+5,295
| New | +$211K | ﹤0.01% | 1154 |
|
|
2015
Q3 | – | Sell |
-5,785
| Closed | -$264K | – | 1269 |
|
|
2015
Q2 | $264K | Sell |
5,785
-96
| -2% | -$4.38K | ﹤0.01% | 1108 |
|
|
2015
Q1 | $303K | Buy |
5,881
+2
| +0% | +$103 | ﹤0.01% | 1067 |
|
|
2014
Q4 | $291K | Sell |
5,879
-258
| -4% | -$12.8K | ﹤0.01% | 975 |
|
|
2014
Q3 | $304K | Sell |
6,137
-30,606
| -83% | -$1.52M | 0.01% | 931 |
|
|
2014
Q2 | $2.27M | Buy |
36,743
+58
| +0.2% | +$3.58K | 0.04% | 391 |
|
|
2014
Q1 | $2.44M | Buy |
+36,685
| New | +$2.44M | 0.05% | 325 |
|
|
2013
Q4 | – | Sell |
-35,040
| Closed | -$2.18M | – | 686 |
|
|
2013
Q3 | $2.18M | Buy |
35,040
+28,901
| +471% | +$1.8M | 0.07% | 240 |
|
|
2013
Q2 | $325K | Buy |
+6,139
| New | +$325K | 0.01% | 583 |
|