UNITED CAPITAL FINANCIAL ADVISERS, LLC – Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
16.46M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.88% | -33.18K shares | -2.15M | 340.59K | |
| Q2 2022 | share | Decrease | -8.83% | -36.21K shares | -2.75M | 373.77K | |
| Q1 2022 | share | Decrease | -6.75% | -29.66K shares | -2.60M | 409.99K | |
| Q4 2021 | share | Decrease | -6.75% | -31.82K shares | -1.96M | 439.66K | |
| Q3 2021 | share | Decrease | -0.27% | -1.29K shares | -109K | 471.49K | |
| Q2 2021 | share | Increase | +0.27% | 1.27K shares | 183K | 472.78K | |
| Q1 2021 | share | Increase | +2.78% | 12.74K shares | 80K | 471.51K | |
| Q4 2020 | share | Decrease | -0.23% | -1.05K shares | 194K | 458.76K | |
| Q3 2020 | share | Increase | +6.38% | 27.58K shares | 1.52M | 459.81K | |
| Q2 2020 | share | Decrease | -2.66% | -11.79K shares | -217K | 432.22K | |
| Q1 2020 | share | Increase | +1.60% | 6.99K shares | 339K | 444.01K | |
| Q4 2019 | share | Increase | +38.44% | 121.34K shares | 6.33M | 437.02K | |
| Q3 2019 | share | Increase | +46.15% | 99.67K shares | 5.84M | 315.67K | |
| Q2 2019 | share | Increase | +66.76% | 86.47K shares | 4.83M | 215.99K | |
| Q1 2019 | share | Increase | +828.42% | 115.57K shares | 6.19M | 129.52K | |
| Q4 2018 | share | Increase | 0.00% | 13.95K shares | 728K | 13.95K |