GWAG
Garrett Wealth Advisory Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Sell |
11,757
-530
| -4% | -$32.4K | 0.15% | 45 |
|
|
2025
Q1 | $732K | Buy |
12,287
+682
| +6% | +$40.6K | 0.16% | 43 |
|
|
2024
Q4 | $658K | Buy |
11,605
+740
| +7% | +$42K | 0.15% | 42 |
|
|
2024
Q3 | $706K | Buy |
10,865
+559
| +5% | +$36.3K | 0.17% | 45 |
|
|
2024
Q2 | $567K | Sell |
10,306
-121
| -1% | -$6.65K | 0.21% | 40 |
|
|
2024
Q1 | $523K | Buy |
10,427
+34
| +0.3% | +$1.71K | 0.21% | 30 |
|
|
2023
Q4 | $504K | Sell |
10,393
-1,172
| -10% | -$56.8K | 0.21% | 29 |
|
|
2023
Q3 | $571K | Sell |
11,565
-46
| -0.4% | -$2.27K | 0.26% | 26 |
|
|
2023
Q2 | $605K | Buy |
11,611
+814
| +8% | +$42.4K | 0.27% | 27 |
|
|
2023
Q1 | $561K | Sell |
10,797
-544
| -5% | -$28.3K | 0.27% | 26 |
|
|
2022
Q4 | $571K | Sell |
11,341
-297
| -3% | -$15K | 0.29% | 27 |
|
|
2022
Q3 | $510K | Buy |
11,638
+7
| +0.1% | +$307 | 0.28% | 29 |
|
|
2022
Q2 | $533K | Buy |
11,631
+7
| +0.1% | +$321 | 0.29% | 30 |
|
|
2022
Q1 | $530K | Sell |
11,624
-980
| -8% | -$44.7K | 0.27% | 32 |
|
|
2021
Q4 | $678K | Sell |
12,604
-69
| -0.5% | -$3.71K | 0.33% | 32 |
|
|
2021
Q3 | $687K | Buy |
12,673
+6
| +0% | +$325 | 0.44% | 24 |
|
|
2021
Q2 | $741K | Sell |
12,667
-120
| -0.9% | -$7.02K | 0.49% | 20 |
|
|
2021
Q1 | $714K | Sell |
12,787
-340
| -3% | -$19K | 0.51% | 21 |
|
|
2020
Q4 | $792K | Sell |
13,127
-456
| -3% | -$27.5K | 0.6% | 20 |
|
|
2020
Q3 | $838K | Sell |
13,583
-711
| -5% | -$43.9K | 0.66% | 21 |
|
|
2020
Q2 | $785K | Sell |
14,294
-142
| -1% | -$7.8K | 0.63% | 22 |
|
|
2020
Q1 | $728K | Buy |
14,436
+419
| +3% | +$21.1K | 0.69% | 22 |
|
|
2019
Q4 | $801K | Sell |
14,017
-638
| -4% | -$36.5K | 0.59% | 26 |
|
|
2019
Q3 | $881K | Sell |
14,655
-30
| -0.2% | -$1.8K | 0.62% | 24 |
|
|
2019
Q2 | $914K | Sell |
14,685
-105
| -0.7% | -$6.54K | 0.73% | 19 |
|
|
2019
Q1 | $852K | Sell |
14,790
-193
| -1% | -$11.1K | 0.7% | 21 |
|
|
2018
Q4 | $786K | Buy |
+14,983
| New | +$786K | 0.72% | 20 |
|