United Capital Financial Advisors’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Sell |
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|
2025
Q1 | $8.9M | Sell |
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|
2024
Q4 | $13M | Sell |
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|
2024
Q3 | $17.7M | Sell |
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|
2024
Q2 | $15.7M | Sell |
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|
2024
Q1 | $18.2M | Sell |
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|
2023
Q4 | $19.1M | Sell |
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|
2023
Q3 | $30.4M | Sell |
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|
2023
Q2 | $36.2M | Sell |
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|
2023
Q1 | $34.3M | Buy |
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|
2022
Q4 | $28.5M | Buy |
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