United Capital Financial Advisors’s Nomura Holdings NMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $416K | Sell |
52,736
-5,086
| -9% | -$43.8K | ﹤0.01% | 1159 |
|
|
2025
Q4 | $485K | Buy |
57,822
+9,608
| +20% | +$71.7K | ﹤0.01% | 970 |
|
|
2025
Q3 | $351K | Buy |
48,214
+3,688
| +8% | +$25.9K | ﹤0.01% | 974 |
|
|
2025
Q2 | $293K | Sell |
44,526
-8,362
| -16% | -$48.9K | ﹤0.01% | 935 |
|
|
2025
Q1 | $325K | Buy |
52,888
+7,015
| +15% | +$44.7K | ﹤0.01% | 868 |
|
|
2024
Q4 | $266K | Buy |
45,873
+359
| +0.8% | +$2.04K | ﹤0.01% | 922 |
|
|
2024
Q3 | $238K | Sell |
45,514
-2,643
| -5% | -$15K | ﹤0.01% | 951 |
|
|
2024
Q2 | $278K | Buy |
48,157
+2,140
| +5% | +$12.7K | ﹤0.01% | 880 |
|
|
2024
Q1 | $295K | Buy |
46,017
+1,200
| +3% | +$6.67K | ﹤0.01% | 882 |
|
|
2023
Q4 | $202K | Buy |
+44,817
| New | +$184K | ﹤0.01% | 1003 |
|
|
2020
Q1 | – | Sell |
-29,208
| Closed | -$151K | – | 1313 |
|
|
2019
Q4 | $151K | Buy |
+29,208
| New | +$141K | ﹤0.01% | 1310 |
|
|
2019
Q3 | – | Sell |
-18,669
| Closed | -$66K | – | 1427 |
|
|
2019
Q2 | $66K | Sell |
18,669
-5,734
| -23% | -$20K | ﹤0.01% | 1423 |
|
|
2019
Q1 | $88K | Sell |
24,403
-8,326
| -25% | -$32.6K | ﹤0.01% | 1316 |
|
|
2018
Q4 | $123K | Buy |
+32,729
| New | +$147K | ﹤0.01% | 1235 |
|
|
2016
Q2 | – | Sell |
-57,527
| Closed | -$255K | – | 1274 |
|
|
2016
Q1 | $255K | Buy |
57,527
+12,096
| +27% | +$57.2K | ﹤0.01% | 1048 |
|
|
2015
Q4 | $252K | Buy |
45,431
+11,495
| +34% | +$70.1K | ﹤0.01% | 1066 |
|
|
2015
Q3 | $198K | Buy |
33,936
+2,711
| +9% | +$17.9K | ﹤0.01% | 1162 |
|
|
2015
Q2 | $211K | Sell |
31,225
-2,747
| -8% | -$17.9K | ﹤0.01% | 1169 |
|
|
2015
Q1 | $221K | Buy |
33,972
+9,346
| +38% | +$53.4K | ﹤0.01% | 1153 |
|
|
2014
Q4 | $140K | Buy |
+24,626
| New | +$146K | ﹤0.01% | 1121 |
|
Other funds holding NMR
DSC
QCM
