United Services Automobile Association’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-878
Closed -$394K 380
2025
Q1
$394K Buy
+878
New +$400K 0.01% 668
2019
Q3
Sell
-137,307
Closed -$39.3M 868
2019
Q2
$39.3M Sell
137,307
-1,715
-1% -$475K 0.1% 249
2019
Q1
$34.5M Sell
139,022
-3,163
-2% -$707K 0.09% 265
2018
Q4
$28.5M Sell
142,185
-2,610
-2% -$575K 0.08% 274
2018
Q3
$32.4M Sell
144,795
-9,834
-6% -$2.13M 0.08% 265
2018
Q2
$30.6M Sell
154,629
-2,035
-1% -$407K 0.08% 264
2018
Q1
$31.2M Buy
156,664
+4,784
+3% +$966K 0.08% 260
2017
Q4
$29.3M Sell
151,880
-1,126
-0.7% -$216K 0.08% 272
2017
Q3
$27.6M Sell
153,006
-10,850
-7% -$1.77M 0.08% 273
2017
Q2
$27.2M Sell
163,856
-436
-0.3% -$71.3K 0.08% 268
2017
Q1
$27.1M Buy
164,292
+10,725
+7% +$1.88M 0.09% 272
2016
Q4
$25.1M Sell
153,567
-6,424
-4% -$1.02M 0.08% 269
2016
Q3
$25.9M Sell
159,991
-428
-0.3% -$73.8K 0.09% 262
2016
Q2
$25.9M Sell
160,419
-626
-0.4% -$96.8K 0.09% 258
2016
Q1
$24.4M Buy
161,045
+871
+0.5% +$130K 0.09% 269
2015
Q4
$26M Sell
160,174
-697
-0.4% -$117K 0.09% 254
2015
Q3
$25.7M Sell
160,871
-14,526
-8% -$2.38M 0.1% 247
2015
Q2
$28.5M Buy
175,397
+3,164
+2% +$514K 0.1% 247
2015
Q1
$27.4M Sell
172,233
-6,631
-4% -$994K 0.1% 253
2014
Q4
$25.2M Buy
178,864
+2,745
+2% +$364K 0.09% 264
2014
Q3
$21.4M Buy
176,119
+993
+0.6% +$123K 0.08% 286
2014
Q2
$21.1M Buy
175,126
+3,047
+2% +$331K 0.08% 286
2014
Q1
$18.6M Buy
172,079
+16,966
+11% +$1.79M 0.07% 297
2013
Q4
$16.8M Hold
155,113
0.07% 306
2013
Q3
$16.9M Sell
155,113
-5,737
-4% -$619K 0.08% 293
2013
Q2
$16.4M Buy
+160,850
New +$15.4M 0.08% 284

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