United Capital Financial Advisers, LLC Goldman Sachs Access Treasury Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$99.69 - $100.2 $96,998 - $97,494	-973 Reduced 28.86%	2,399 $239,000
Q3 2023 Nov 14, 2023	SELL	$99.65 - $100.12 $757,240 - $760,811	-7,599 Reduced 69.26%	3,372 $337,000
Q2 2023 Aug 14, 2023	SELL	$99.68 - $100.11 $86,920 - $87,295	-872 Reduced 7.36%	10,971 $1.1 Million
Q1 2023 Aug 14, 2023	BUY	$99.66 - $100.16 $86,903 - $87,339	872 Added 7.95%	11,843 $1.19 Million
Q1 2023 May 15, 2023	BUY	$99.66 - $100.16 $276,257 - $277,643	2,772 Added 30.56%	11,843 $1.19 Million

Q4 2022 Feb 14, 2023	BUY	$99.62 - $99.94 $639,660 - $641,714	6,421 Added 242.3%	9,071 $904,000
Q3 2022 Nov 14, 2022	BUY	N/A	2,650 New	2,650 $265,000
Q1 2021 May 14, 2021	SELL	N/A	-12,975 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	N/A	12,975 New	12,975 $1.3 Million
Q1 2019 May 14, 2019	SELL	N/A	-47,772 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	47,772 New	47,772 $4.78 Million

320

45.9M

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.