SVWAG
Sound View Wealth Advisors Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
9,433
+2,360
| +33% | +$144K | 0.04% | 250 |
|
|
2025
Q1 | $421K | Hold |
7,073
| – | – | 0.03% | 282 |
|
|
2024
Q4 | $401K | Hold |
7,073
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $459K | Sell |
7,073
-490
| -6% | -$31.8K | 0.04% | 265 |
|
|
2024
Q2 | $416K | Sell |
7,563
-522
| -6% | -$28.7K | 0.04% | 259 |
|
|
2024
Q1 | $406K | Sell |
8,085
-434
| -5% | -$21.8K | 0.04% | 261 |
|
|
2023
Q4 | $413K | Sell |
8,519
-200
| -2% | -$9.7K | 0.05% | 262 |
|
|
2023
Q3 | $431K | Buy |
8,719
+21
| +0.2% | +$1.04K | 0.05% | 240 |
|
|
2023
Q2 | $453K | Sell |
8,698
-532
| -6% | -$27.7K | 0.06% | 231 |
|
|
2023
Q1 | $479K | Buy |
9,230
+711
| +8% | +$36.9K | 0.07% | 225 |
|
|
2022
Q4 | $413K | Sell |
8,519
-281
| -3% | -$13.6K | 0.05% | 262 |
|
|
2022
Q3 | $386K | Sell |
8,800
-13
| -0.1% | -$570 | 0.09% | 184 |
|
|
2022
Q2 | $404K | Sell |
8,813
-1,303
| -13% | -$59.7K | 0.08% | 185 |
|
|
2022
Q1 | $461K | Sell |
10,116
-959
| -9% | -$43.7K | 0.09% | 183 |
|
|
2021
Q4 | $596K | Buy |
11,075
+298
| +3% | +$16K | 0.11% | 163 |
|
|
2021
Q3 | $584K | Buy |
10,777
+90
| +0.8% | +$4.88K | 0.12% | 153 |
|
|
2021
Q2 | $625K | Sell |
10,687
-517
| -5% | -$30.2K | 0.13% | 149 |
|
|
2021
Q1 | $626K | Sell |
11,204
-372
| -3% | -$20.8K | 0.15% | 139 |
|
|
2020
Q4 | $699K | Buy |
11,576
+4,575
| +65% | +$276K | 0.17% | 125 |
|
|
2020
Q3 | $432K | Sell |
7,001
-150
| -2% | -$9.26K | 0.11% | 159 |
|
|
2020
Q2 | $392K | Sell |
7,151
-214
| -3% | -$11.7K | 0.11% | 159 |
|
|
2020
Q1 | $372K | Buy |
7,365
+379
| +5% | +$19.1K | 0.13% | 145 |
|
|
2019
Q4 | $399K | Buy |
6,986
+81
| +1% | +$4.63K | 0.11% | 160 |
|
|
2019
Q3 | $415K | Sell |
6,905
-58
| -0.8% | -$3.49K | 0.12% | 156 |
|
|
2019
Q2 | $431K | Buy |
+6,963
| New | +$431K | 0.13% | 156 |
|