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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
|
|||||
|
2025
Q1 | $421K | Hold |
|
|||||
|
2024
Q4 | $401K | Hold |
|
|||||
|
2024
Q3 | $459K | Sell |
|
|||||
|
2024
Q2 | $416K | Sell |
|
|||||
|
2024
Q1 | $406K | Sell |
|
|||||
|
2023
Q4 | $413K | Sell |
|
|||||
|
2023
Q3 | $431K | Buy |
|
|||||
|
2023
Q2 | $453K | Sell |
|
|||||
|
2023
Q1 | $479K | Buy |
|
|||||
|
2022
Q4 | $413K | Sell |
|
|||||
|
2022
Q3 | $386K | Sell |
|
|||||
|
2022
Q2 | $404K | Sell |
|
|||||
|
2022
Q1 | $461K | Sell |
|
|||||
|
2021
Q4 | $596K | Buy |
|
|||||
|
2021
Q3 | $584K | Buy |
|
|||||
|
2021
Q2 | $625K | Sell |
|
|||||
|
2021
Q1 | $626K | Sell |
|
|||||
|
2020
Q4 | $699K | Buy |
|
|||||
|
2020
Q3 | $432K | Sell |
|
|||||
|
2020
Q2 | $392K | Sell |
|
|||||
|
2020
Q1 | $372K | Buy |
|
|||||
|
2019
Q4 | $399K | Buy |
|
|||||
|
2019
Q3 | $415K | Sell |
|
|||||
|
2019
Q2 | $431K | Buy |
|