SAG
SageView Advisory Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
4,983
-178
| -3% | -$10.5K | 0.01% | 496 |
|
|
2025
Q1 | $307K | Sell |
5,161
-1,027
| -17% | -$61.2K | 0.01% | 464 |
|
|
2024
Q4 | $351K | Buy |
+6,188
| New | +$351K | 0.02% | 407 |
|
|
2024
Q3 | – | Sell |
-5,170
| Closed | -$284K | – | 579 |
|
|
2024
Q2 | $284K | Buy |
+5,170
| New | +$284K | 0.01% | 451 |
|
|
2024
Q1 | – | Sell |
-6,102
| Closed | -$299K | – | 847 |
|
|
2023
Q4 | $299K | Buy |
6,102
+999
| +20% | +$49K | 0.01% | 512 |
|
|
2023
Q3 | $252K | Buy |
5,103
+56
| +1% | +$2.77K | 0.01% | 460 |
|
|
2023
Q2 | $263K | Buy |
+5,047
| New | +$263K | 0.01% | 472 |
|
|
2023
Q1 | – | Sell |
-4,263
| Closed | -$215K | – | 489 |
|
|
2022
Q4 | $215K | Buy |
+4,263
| New | +$215K | 0.02% | 387 |
|