Sound View Wealth Advisors Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Sell |
5,861
-888
| -13% | -$59.5K | 0.02% | 330 |
|
|
2025
Q4 | $441K | Sell |
6,749
-24
| -0.4% | -$1.61K | 0.03% | 287 |
|
|
2025
Q3 | $452K | Sell |
6,773
-1,612
| -19% | -$111K | 0.03% | 284 |
|
|
2025
Q2 | $577K | Buy |
8,385
+2,098
| +33% | +$147K | 0.04% | 250 |
|
|
2025
Q1 | $421K | Hold |
6,287
| – | – | 0.03% | 282 |
|
|
2024
Q4 | $401K | Hold |
6,287
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $459K | Sell |
6,287
-436
| -6% | -$30.1K | 0.04% | 265 |
|
|
2024
Q2 | $416K | Sell |
6,723
-464
| -6% | -$27.4K | 0.04% | 259 |
|
|
2024
Q1 | $406K | Sell |
7,187
-385
| -5% | -$21.3K | 0.04% | 261 |
|
|
2023
Q4 | $413K | Sell |
7,572
-178
| -2% | -$9.6K | 0.05% | 262 |
|
|
2023
Q3 | $431K | Buy |
7,750
+18
| +0.2% | +$1.04K | 0.05% | 240 |
|
|
2023
Q2 | $453K | Sell |
7,732
-472
| -6% | -$28K | 0.06% | 231 |
|
|
2023
Q1 | $479K | Buy |
8,204
+632
| +8% | +$35.9K | 0.07% | 225 |
|
|
2022
Q4 | $413K | Sell |
7,572
-250
| -3% | -$13.4K | 0.05% | 262 |
|
|
2022
Q3 | $386K | Sell |
7,822
-12
| -0.2% | -$627 | 0.09% | 184 |
|
|
2022
Q2 | $404K | Sell |
7,834
-1,158
| -13% | -$59K | 0.08% | 185 |
|
|
2022
Q1 | $461K | Sell |
8,992
-852
| -9% | -$47.4K | 0.09% | 183 |
|
|
2021
Q4 | $596K | Buy |
9,844
+264
| +3% | +$15.7K | 0.11% | 163 |
|
|
2021
Q3 | $584K | Buy |
9,580
+80
| +0.8% | +$5.1K | 0.12% | 153 |
|
|
2021
Q2 | $625K | Sell |
9,500
-459
| -5% | -$30.5K | 0.13% | 149 |
|
|
2021
Q1 | $626K | Sell |
9,959
-331
| -3% | -$21.1K | 0.15% | 139 |
|
|
2020
Q4 | $699K | Buy |
10,290
+4,067
| +65% | +$276K | 0.17% | 125 |
|
|
2020
Q3 | $432K | Sell |
6,223
-133
| -2% | -$8.88K | 0.11% | 159 |
|
|
2020
Q2 | $392K | Sell |
6,356
-191
| -3% | -$11.4K | 0.11% | 159 |
|
|
2020
Q1 | $372K | Buy |
6,547
+337
| +5% | +$21.1K | 0.13% | 145 |
|
|
2019
Q4 | $399K | Buy |
6,210
+72
| +1% | +$4.78K | 0.11% | 160 |
|
|
2019
Q3 | $415K | Sell |
6,138
-51
| -0.8% | -$3.53K | 0.12% | 156 |
|
|
2019
Q2 | $431K | Buy |
+6,189
| New | +$420K | 0.13% | 156 |
|
Other funds holding UL
