United Capital Financial Advisors’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Sell |
50,862
-2,779
| -5% | -$485K | 0.07% | 215 |
|
|
2025
Q1 | $8.9M | Sell |
53,641
-18,227
| -25% | -$3.02M | 0.08% | 197 |
|
|
2024
Q4 | $13M | Sell |
71,868
-24,882
| -26% | -$4.5M | 0.11% | 151 |
|
|
2024
Q3 | $17.7M | Sell |
96,750
-6,605
| -6% | -$1.21M | 0.15% | 135 |
|
|
2024
Q2 | $15.7M | Sell |
103,355
-6,383
| -6% | -$973K | 0.14% | 142 |
|
|
2024
Q1 | $18.2M | Sell |
109,738
-7,933
| -7% | -$1.32M | 0.15% | 134 |
|
|
2023
Q4 | $19.1M | Sell |
117,671
-90,878
| -44% | -$14.7M | 0.16% | 129 |
|
|
2023
Q3 | $30.4M | Sell |
208,549
-26,548
| -11% | -$3.86M | 0.2% | 103 |
|
|
2023
Q2 | $36.2M | Sell |
235,097
-8,526
| -3% | -$1.31M | 0.2% | 98 |
|
|
2023
Q1 | $34.3M | Buy |
243,623
+10,979
| +5% | +$1.55M | 0.19% | 103 |
|
|
2022
Q4 | $28.5M | Buy |
+232,644
| New | +$28.5M | 0.16% | 128 |
|