UNITED CAPITAL FINANCIAL ADVISERS, LLC – Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$52.98M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.98% | -82.37K shares | -6.84M | $55.81 | 949.28K |
| Q2 2022 | share | Decrease | -2.27% | -23.92K shares | -19.15M | $57.99 | 1.03M |
| Q1 2022 | share | Decrease | -4.60% | -50.89K shares | -11.61M | $74.82 | 1.05M |
| Q4 2021 | share | Decrease | -4.56% | -26.41K shares | 4.75M | $165.03 | 553.23K |
| Q3 2021 | share | Decrease | -5.74% | -35.31K shares | -3.92M | $148.09 | 579.65K |
| Q2 2021 | share | Decrease | -5.81% | -37.96K shares | 5.02M | $145.82 | 614.96K |
| Q1 2021 | share | Decrease | -4.37% | -29.80K shares | -2.93M | $129.53 | 652.93K |
| Q4 2020 | share | Decrease | -6.39% | -46.58K shares | 3.67M | $128.03 | 682.73K |
| Q3 2020 | share | Decrease | -14.51% | -123.80K shares | -2.63M | $114.67 | 729.31K |
| Q2 2020 | share | Decrease | -7.05% | -64.69K shares | 13.52M | $100.94 | 853.12K |
| Q1 2020 | share | Decrease | -1.17% | -10.85K shares | -13.17M | $79.05 | 917.82K |
| Q4 2019 | share | Increase | +1.94% | 17.69K shares | 9.75M | $92.01 | 928.67K |
| Q3 2019 | share | Increase | +2.97% | 26.31K shares | 2.91M | $83.02 | 910.98K |
| Q2 2019 | share | Increase | +4.54% | 38.39K shares | 6.39M | $82.02 | 884.67K |
| Q1 2019 | share | Increase | +8.52% | 66.44K shares | 13.46M | $78.11 | 846.28K |
| Q4 2018 | share | Decrease | -0.93% | -7.28K shares | -10.80M | $67.65 | 779.83K |
| Q3 2018 | share | Decrease | -3.45% | -28.11K shares | 2.78M | $80.25 | 787.12K |
| Q2 2018 | share | Increase | +4.16% | 32.52K shares | 5.65M | $74 | 815.23K |
| Q1 2018 | share | Increase | +429.46% | 634.87K shares | 45.67M | $69.87 | 782.70K |
| Q4 2017 | share | Increase | +0.94% | 1.37K shares | 776K | $68.76 | 147.83K |
| Q3 2017 | share | Decrease | -0.31% | -455 shares | 392K | $64.09 | 146.46K |
| Q2 2017 | share | Increase | +8.02% | 10.90K shares | 1.05M | $61.1 | 146.91K |
| Q1 2017 | share | Decrease | -2.01% | -2.78K shares | 477K | $58.31 | 136.01K |
| Q4 2016 | share | Increase | +10.03% | 12.65K shares | 751K | $53.7 | 138.79K |
| Q3 2016 | share | Decrease | -16.00% | -24.03K shares | -811K | $53.17 | 126.14K |
| Q2 2016 | share | Decrease | -6.29% | -10.08K shares | -592K | $50.2 | 150.18K |
| Q1 2016 | share | Decrease | -18.16% | -35.56K shares | -1.94M | $50.01 | 160.26K |