UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for WSO

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 11.5K shares with a market value of $4.2M. It started holding WSO on 2024-09-30. At its peak, it held 15.5K shares on 2025-09-30. Its highest holding value was $7.9M on 2025-03-31. At its lowest, it held 446 shares on 2024-09-30, with a value of $219.2K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 4.0K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 4.0K.