United Capital Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $10M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $8.94M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $11.2M | Buy |
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|
2023
Q3 | $8.08M | Buy |
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|
2023
Q2 | $7.24M | Sell |
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|
2023
Q1 | $8.93M | Sell |
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|
2022
Q4 | $7.52M | Sell |
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|
2022
Q3 | $6.95M | Sell |
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|
2022
Q2 | $7.8M | Buy |
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|
2022
Q1 | $8.28M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $9.92M | Sell |
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|
2021
Q2 | $8.71M | Buy |
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|
2021
Q1 | $6.84M | Buy |
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|
2020
Q4 | $6.87M | Sell |
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|
2020
Q3 | $5.78M | Buy |
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|
2020
Q2 | $5.41M | Sell |
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|
2020
Q1 | $4.89M | Sell |
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|
2019
Q4 | $4.66M | Sell |
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|
2019
Q3 | $5.97M | Sell |
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|
2019
Q2 | $10.9M | Buy |
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|
2019
Q1 | $5.51M | Sell |
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|
2018
Q4 | $5.34M | Buy |
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|
2018
Q3 | $6.41M | Sell |
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|
2018
Q2 | $6.03M | Sell |
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|
2018
Q1 | $5.54M | Buy |
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|
2017
Q4 | $3.51M | Sell |
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|
2017
Q3 | $3.35M | Sell |
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|
2017
Q2 | $3.01M | Sell |
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|
2017
Q1 | $2.84M | Sell |
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|
2016
Q4 | $2.37M | Sell |
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|
2016
Q3 | $2.64M | Sell |
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|
2016
Q2 | $3.45M | Sell |
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|
2016
Q1 | $4.08M | Sell |
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|
2015
Q4 | $5.02M | Buy |
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|
2015
Q3 | $1.91M | Sell |
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|
2015
Q2 | $2.11M | Sell |
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|
2015
Q1 | $2.16M | Sell |
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|
2014
Q4 | $1.7M | Buy |
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|
2014
Q3 | $1.16M | Hold |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $850K | Sell |
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|
2013
Q4 | $911K | Sell |
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|
2013
Q3 | $943K | Sell |
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|
2013
Q2 | $873K | Buy |
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