Sound View Wealth Advisors Group’s United States Lime & Minerals USLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$588K	Hold	4,500	–	–	0.04%	258
2025 Q4	$539K	Hold	4,500	–	–	0.04%	261
2025 Q3	$592K	Buy	4,500 +50	+1%	+$5.77K	0.04%	252
2025 Q2	$444K	Hold	4,450	–	–	0.03%	286
2025 Q1	$393K	Sell	4,450 -1,075	-19%	-$112K	0.03%	288
2024 Q4	$733K	Buy	5,525 +200	+4%	+$25.4K	0.06%	218
2024 Q3	$520K	Sell	5,325 -1,300	-20%	-$104K	0.04%	250
2024 Q2	$483K	Sell	6,625 -1,000	-13%	-$66.6K	0.05%	240
2024 Q1	$455K	Hold	7,625	–	–	0.05%	249
2023 Q4	$351K	Hold	7,625	–	–	0.04%	284
2023 Q3	$307K	Sell	7,625 -125	-2%	-$5.2K	0.04%	282
2023 Q2	$324K	Buy	+7,750	New	+$271K	0.04%	277
2023 Q1	–	Sell	-7,625	Closed	-$351K	–	407
2022 Q4	$351K	Buy	+7,625	New	+$197K	0.04%	284