United Capital Financial Advisors’s InterContinental Hotels IHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
3,511
+244
| +7% | +$28.1K | ﹤0.01% | 827 |
|
|
2025
Q1 | $358K | Buy |
3,267
+86
| +3% | +$9.43K | ﹤0.01% | 831 |
|
|
2024
Q4 | $397K | Buy |
3,181
+212
| +7% | +$26.5K | ﹤0.01% | 790 |
|
|
2024
Q3 | $328K | Sell |
2,969
-138
| -4% | -$15.2K | ﹤0.01% | 846 |
|
|
2024
Q2 | $329K | Sell |
3,107
-161
| -5% | -$17.1K | ﹤0.01% | 809 |
|
|
2024
Q1 | $345K | Sell |
3,268
-258
| -7% | -$27.3K | ﹤0.01% | 835 |
|
|
2023
Q4 | $322K | Buy |
+3,526
| New | +$322K | ﹤0.01% | 845 |
|
|
2020
Q1 | – | Sell |
-7,982
| Closed | -$548K | – | 1268 |
|
|
2019
Q4 | $548K | Buy |
7,982
+1,562
| +24% | +$107K | ﹤0.01% | 957 |
|
|
2019
Q3 | $400K | Sell |
6,420
-2,646
| -29% | -$165K | ﹤0.01% | 1000 |
|
|
2019
Q2 | $606K | Sell |
9,066
-1,332
| -13% | -$89K | ﹤0.01% | 965 |
|
|
2019
Q1 | $635K | Buy |
10,398
+389
| +4% | +$23.8K | ﹤0.01% | 905 |
|
|
2018
Q4 | $565K | Buy |
10,009
+858
| +9% | +$48.4K | ﹤0.01% | 881 |
|
|
2018
Q3 | $605K | Sell |
9,151
-348
| -4% | -$23K | ﹤0.01% | 920 |
|
|
2018
Q2 | $627K | Buy |
9,499
+493
| +5% | +$32.5K | ﹤0.01% | 881 |
|
|
2018
Q1 | $580K | Buy |
9,006
+504
| +6% | +$32.5K | ﹤0.01% | 924 |
|
|
2017
Q4 | $568K | Sell |
8,502
-167
| -2% | -$11.2K | ﹤0.01% | 928 |
|
|
2017
Q3 | $483K | Sell |
8,669
-54,787
| -86% | -$3.05M | ﹤0.01% | 966 |
|
|
2017
Q2 | $3.71M | Buy |
63,456
+2,003
| +3% | +$117K | 0.03% | 435 |
|
|
2017
Q1 | $3.31M | Buy |
61,453
+5,238
| +9% | +$282K | 0.03% | 448 |
|
|
2016
Q4 | $2.74M | Sell |
56,215
-49,361
| -47% | -$2.41M | 0.03% | 494 |
|
|
2016
Q3 | $4.83M | Buy |
105,576
+3,650
| +4% | +$167K | 0.05% | 384 |
|
|
2016
Q2 | $4.26M | Sell |
101,926
-275
| -0.3% | -$11.5K | 0.04% | 391 |
|
|
2016
Q1 | $5.57M | Sell |
102,201
-62,537
| -38% | -$3.41M | 0.06% | 315 |
|
|
2015
Q4 | $8.42M | Buy |
164,738
+71,424
| +77% | +$3.65M | 0.1% | 240 |
|
|
2015
Q3 | $4.26M | Sell |
93,314
-3,266
| -3% | -$149K | 0.05% | 356 |
|
|
2015
Q2 | $5.16M | Buy |
96,580
+13,840
| +17% | +$739K | 0.06% | 333 |
|
|
2015
Q1 | $4.65M | Buy |
82,740
+16,491
| +25% | +$927K | 0.06% | 350 |
|
|
2014
Q4 | $3.5M | Buy |
66,249
+1,274
| +2% | +$67.3K | 0.05% | 338 |
|
|
2014
Q3 | $3.31M | Buy |
64,975
+34,112
| +111% | +$1.74M | 0.06% | 318 |
|
|
2014
Q2 | $1.33M | Buy |
30,863
+7,384
| +31% | +$318K | 0.02% | 499 |
|
|
2014
Q1 | $1.09M | Sell |
23,479
-3,074
| -12% | -$142K | 0.02% | 469 |
|
|
2013
Q4 | $1.27M | Sell |
26,553
-1,106
| -4% | -$52.9K | 0.04% | 306 |
|
|
2013
Q3 | $1.16M | Buy |
27,659
+3,035
| +12% | +$127K | 0.04% | 321 |
|
|
2013
Q2 | $967K | Buy |
+24,624
| New | +$967K | 0.03% | 409 |
|