United Capital Financial Advisors’s MillerKnoll MLKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,483
| Closed | -$210K | – | 1069 |
|
|
2024
Q1 | $210K | Sell |
8,483
-229
| -3% | -$5.67K | ﹤0.01% | 1000 |
|
|
2023
Q4 | $232K | Buy |
+8,712
| New | +$232K | ﹤0.01% | 953 |
|
|
2022
Q3 | – | Sell |
-8,702
| Closed | -$229K | – | 1128 |
|
|
2022
Q2 | $229K | Buy |
+8,702
| New | +$229K | ﹤0.01% | 1015 |
|
|
2021
Q3 | – | Sell |
-4,919
| Closed | -$232K | – | 1220 |
|
|
2021
Q2 | $232K | Sell |
4,919
-10
| -0.2% | -$472 | ﹤0.01% | 1103 |
|
|
2021
Q1 | $203K | Buy |
+4,929
| New | +$203K | ﹤0.01% | 1120 |
|
|
2020
Q1 | – | Sell |
-8,547
| Closed | -$356K | – | 1292 |
|
|
2019
Q4 | $356K | Sell |
8,547
-260
| -3% | -$10.8K | ﹤0.01% | 1072 |
|
|
2019
Q3 | $406K | Buy |
8,807
+3,258
| +59% | +$150K | ﹤0.01% | 996 |
|
|
2019
Q2 | $248K | Buy |
+5,549
| New | +$248K | ﹤0.01% | 1268 |
|
|
2018
Q4 | – | Sell |
-5,202
| Closed | -$200K | – | 1345 |
|
|
2018
Q3 | $200K | Buy |
+5,202
| New | +$200K | ﹤0.01% | 1254 |
|
|
2018
Q1 | – | Sell |
-5,189
| Closed | -$206K | – | 1337 |
|
|
2017
Q4 | $206K | Buy |
+5,189
| New | +$206K | ﹤0.01% | 1235 |
|
|
2016
Q1 | – | Sell |
-7,334
| Closed | -$210K | – | 1247 |
|
|
2015
Q4 | $210K | Sell |
7,334
-487
| -6% | -$13.9K | ﹤0.01% | 1119 |
|
|
2015
Q3 | $226K | Sell |
7,821
-2,000
| -20% | -$57.8K | ﹤0.01% | 1128 |
|
|
2015
Q2 | $284K | Sell |
9,821
-1,081
| -10% | -$31.3K | ﹤0.01% | 1091 |
|
|
2015
Q1 | $299K | Buy |
10,902
+602
| +6% | +$16.5K | ﹤0.01% | 1072 |
|
|
2014
Q4 | $303K | Buy |
10,300
+2,602
| +34% | +$76.5K | ﹤0.01% | 957 |
|
|
2014
Q3 | $230K | Buy |
+7,698
| New | +$230K | ﹤0.01% | 1000 |
|