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Sound View Wealth Advisors Group’s TPG TPG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio TPG Stock Details TPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$648K Sell
12,346
-6,629
-35% -$348K 0.05% 239
2025
Q1 		$900K Buy
18,975
+2,102
+12% +$99.7K 0.07% 186
2024
Q4 		$1.06M Buy
+16,873
New +$1.06M 0.09% 170