United Capital Financial Advisors’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26
| Closed | -$255K | – | 1081 |
|
|
2024
Q3 | $255K | Sell |
26
-14
| -35% | -$137K | ﹤0.01% | 933 |
|
|
2024
Q2 | $304K | Sell |
40
-3
| -7% | -$22.8K | ﹤0.01% | 839 |
|
|
2024
Q1 | $348K | Sell |
43
-35
| -45% | -$283K | ﹤0.01% | 831 |
|
|
2023
Q4 | $546K | Sell |
78
-103
| -57% | -$721K | ﹤0.01% | 700 |
|
|
2023
Q3 | $1.08M | Sell |
181
-142
| -44% | -$847K | 0.01% | 502 |
|
|
2023
Q2 | $2.05M | Sell |
323
-160
| -33% | -$1.02M | 0.01% | 442 |
|
|
2023
Q1 | $2.69M | Sell |
483
-2
| -0.4% | -$11.1K | 0.02% | 402 |
|
|
2022
Q4 | $2.24M | Sell |
485
-4
| -0.8% | -$18.5K | 0.01% | 461 |
|
|
2022
Q3 | $1.95M | Buy |
489
+105
| +27% | +$419K | 0.01% | 479 |
|
|
2022
Q2 | $1.54M | Buy |
384
+175
| +84% | +$701K | 0.01% | 547 |
|
|
2022
Q1 | $934K | Buy |
209
+120
| +135% | +$536K | ﹤0.01% | 676 |
|
|
2021
Q4 | $526K | Buy |
89
+22
| +33% | +$130K | ﹤0.01% | 838 |
|
|
2021
Q3 | $321K | Buy |
67
+1
| +2% | +$4.79K | ﹤0.01% | 980 |
|
|
2021
Q2 | $328K | Hold |
66
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $311K | Buy |
66
+1
| +2% | +$4.71K | ﹤0.01% | 970 |
|
|
2020
Q4 | $265K | Hold |
65
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q3 | $265K | Hold |
65
| – | – | ﹤0.01% | 985 |
|
|
2020
Q2 | $212K | Buy |
+65
| New | +$212K | ﹤0.01% | 1084 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$255K | – | 1302 |
|
|
2019
Q4 | $255K | Hold |
67
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $249K | Sell |
67
-2
| -3% | -$7.43K | ﹤0.01% | 1114 |
|
|
2019
Q2 | $233K | Sell |
69
-1,949
| -97% | -$6.58M | ﹤0.01% | 1290 |
|
|
2019
Q1 | $5.58M | Buy |
2,018
+589
| +41% | +$1.63M | 0.04% | 391 |
|
|
2018
Q4 | $3.48M | Buy |
+1,429
| New | +$3.48M | 0.03% | 438 |
|
|
2018
Q3 | – | Sell |
-72
| Closed | -$214K | – | 1358 |
|
|
2018
Q2 | $214K | Sell |
72
-1
| -1% | -$2.97K | ﹤0.01% | 1208 |
|
|
2018
Q1 | $204K | Hold |
73
| – | – | ﹤0.01% | 1229 |
|
|
2017
Q4 | $257K | Buy |
73
+1
| +1% | +$3.52K | ﹤0.01% | 1164 |
|
|
2017
Q3 | $206K | Buy |
+72
| New | +$206K | ﹤0.01% | 1229 |
|
|
2017
Q1 | – | Sell |
-363
| Closed | -$606K | – | 1271 |
|
|
2016
Q4 | $606K | Buy |
+363
| New | +$606K | 0.01% | 884 |
|
|
2013
Q4 | – | Sell |
-552
| Closed | -$507K | – | 724 |
|
|
2013
Q3 | $507K | Buy |
+552
| New | +$507K | 0.02% | 436 |
|