United Capital Financial Advisors’s Logitech LOGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
3,033
-824
| -21% | -$74.3K | ﹤0.01% | 945 |
|
|
2025
Q1 | $326K | Sell |
3,857
-219
| -5% | -$18.5K | ﹤0.01% | 859 |
|
|
2024
Q4 | $336K | Sell |
4,076
-86
| -2% | -$7.08K | ﹤0.01% | 841 |
|
|
2024
Q3 | $373K | Sell |
4,162
-221
| -5% | -$19.8K | ﹤0.01% | 808 |
|
|
2024
Q2 | $425K | Sell |
4,383
-149
| -3% | -$14.4K | ﹤0.01% | 741 |
|
|
2024
Q1 | $405K | Sell |
4,532
-483
| -10% | -$43.2K | ﹤0.01% | 785 |
|
|
2023
Q4 | $477K | Buy |
+5,015
| New | +$477K | ﹤0.01% | 736 |
|
|
2023
Q3 | – | Sell |
-5,754
| Closed | -$342K | – | 875 |
|
|
2023
Q2 | $342K | Sell |
5,754
-3,858
| -40% | -$229K | ﹤0.01% | 744 |
|
|
2023
Q1 | $558K | Sell |
9,612
-52,232
| -84% | -$3.03M | ﹤0.01% | 702 |
|
|
2022
Q4 | $3.85M | Sell |
61,844
-27,207
| -31% | -$1.69M | 0.02% | 369 |
|
|
2022
Q3 | $4.1M | Sell |
89,051
-14,643
| -14% | -$674K | 0.02% | 351 |
|
|
2022
Q2 | $5.4M | Buy |
103,694
+10,944
| +12% | +$570K | 0.03% | 326 |
|
|
2022
Q1 | $6.84M | Buy |
92,750
+6,115
| +7% | +$451K | 0.03% | 319 |
|
|
2021
Q4 | $7.15M | Buy |
86,635
+3,361
| +4% | +$277K | 0.03% | 320 |
|
|
2021
Q3 | $7.34M | Buy |
83,274
+8,094
| +11% | +$714K | 0.04% | 312 |
|
|
2021
Q2 | $9.09M | Buy |
75,180
+9,203
| +14% | +$1.11M | 0.05% | 286 |
|
|
2021
Q1 | $6.9M | Sell |
65,977
-6,718
| -9% | -$702K | 0.04% | 310 |
|
|
2020
Q4 | $7.07M | Buy |
72,695
+5,069
| +7% | +$493K | 0.04% | 297 |
|
|
2020
Q3 | $5.23M | Sell |
67,626
-10,276
| -13% | -$794K | 0.03% | 335 |
|
|
2020
Q2 | $5.08M | Buy |
77,902
+8,915
| +13% | +$581K | 0.04% | 356 |
|
|
2020
Q1 | $2.96M | Buy |
68,987
+3,487
| +5% | +$150K | 0.02% | 421 |
|
|
2019
Q4 | $3.09M | Buy |
65,500
+2,721
| +4% | +$128K | 0.02% | 510 |
|
|
2019
Q3 | $2.55M | Sell |
62,779
-5,257
| -8% | -$213K | 0.02% | 535 |
|
|
2019
Q2 | $2.72M | Sell |
68,036
-3,158
| -4% | -$126K | 0.02% | 536 |
|
|
2019
Q1 | $2.79M | Sell |
71,194
-4,486
| -6% | -$176K | 0.02% | 520 |
|
|
2018
Q4 | $2.37M | Sell |
75,680
-7,266
| -9% | -$227K | 0.02% | 524 |
|
|
2018
Q3 | $3.71M | Sell |
82,946
-6,734
| -8% | -$301K | 0.03% | 490 |
|
|
2018
Q2 | $3.96M | Sell |
89,680
-1,231
| -1% | -$54.3K | 0.03% | 457 |
|
|
2018
Q1 | $3.32M | Sell |
90,911
-416
| -0.5% | -$15.2K | 0.03% | 477 |
|
|
2017
Q4 | $3.08M | Buy |
91,327
+4,741
| +5% | +$160K | 0.02% | 496 |
|
|
2017
Q3 | $3.16M | Buy |
86,586
+277
| +0.3% | +$10.1K | 0.03% | 473 |
|
|
2017
Q2 | $3.04M | Sell |
86,309
-11,568
| -12% | -$408K | 0.03% | 476 |
|
|
2017
Q1 | $3.12M | Sell |
97,877
-10,885
| -10% | -$347K | 0.03% | 458 |
|
|
2016
Q4 | $2.69M | Sell |
108,762
-8,316
| -7% | -$206K | 0.03% | 500 |
|
|
2016
Q3 | $2.63M | Sell |
117,078
-4,906
| -4% | -$110K | 0.03% | 518 |
|
|
2016
Q2 | $1.95M | Buy |
121,984
+9,376
| +8% | +$150K | 0.02% | 556 |
|
|
2016
Q1 | $1.79M | Buy |
+112,608
| New | +$1.79M | 0.02% | 559 |
|