SWA
Sutton Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Hold |
6,396
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $333K | Buy |
6,396
+442
| +7% | +$23K | 0.16% | 79 |
|
|
2023
Q1 | $309K | Hold |
5,954
| – | – | 0.17% | 80 |
|
|
2022
Q4 | $300K | Buy |
5,954
+153
| +3% | +$7.7K | 0.11% | 134 |
|
|
2022
Q3 | $254K | Buy |
5,801
+2,706
| +87% | +$119K | 0.1% | 144 |
|
|
2022
Q2 | $142K | Buy |
3,095
+1,302
| +73% | +$59.7K | 0.06% | 201 |
|
|
2022
Q1 | $81.7K | Buy |
1,793
+1,312
| +273% | +$59.8K | 0.03% | 286 |
|
|
2021
Q4 | $25.9K | Hold |
481
| – | – | 0.01% | 632 |
|
|
2021
Q3 | $26.1K | Hold |
481
| – | – | 0.01% | 613 |
|
|
2021
Q2 | $28.1K | Hold |
481
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $26.9K | Hold |
481
| – | – | 0.01% | 589 |
|
|
2020
Q4 | $29K | Hold |
481
| – | – | 0.01% | 504 |
|
|
2020
Q3 | $29.7K | Hold |
481
| – | – | 0.01% | 436 |
|
|
2020
Q2 | $26.4K | Hold |
481
| – | – | 0.01% | 459 |
|
|
2020
Q1 | $24.3K | Hold |
481
| – | – | 0.02% | 423 |
|
|
2019
Q4 | $27.5K | Hold |
481
| – | – | 0.01% | 489 |
|
|
2019
Q3 | $28.9K | Hold |
481
| – | – | 0.02% | 462 |
|
|
2019
Q2 | $29.8K | Hold |
481
| – | – | 0.02% | 457 |
|
|
2019
Q1 | $27.8K | Hold |
481
| – | – | 0.02% | 471 |
|
|
2018
Q4 | $25.1K | Hold |
481
| – | – | 0.02% | 448 |
|
|
2018
Q3 | $26.4K | Hold |
481
| – | – | 0.02% | 487 |
|
|
2018
Q2 | $26.6K | Hold |
481
| – | – | 0.02% | 485 |
|
|
2018
Q1 | $26.7K | Hold |
481
| – | – | 0.02% | 459 |
|
|
2017
Q4 | $26.6K | Hold |
481
| – | – | 0.02% | 451 |
|
|
2017
Q3 | $27.9K | Hold |
481
| – | – | 0.02% | 426 |
|
|
2017
Q2 | $26K | Hold |
481
| – | – | 0.02% | 444 |
|
|
2017
Q1 | $23.7K | Hold |
481
| – | – | 0.02% | 452 |
|
|
2016
Q4 | $19.6K | Hold |
481
| – | – | 0.02% | 506 |
|
|
2016
Q3 | $22.8K | Hold |
481
| – | – | 0.02% | 432 |
|
|
2016
Q2 | $23K | Hold |
481
| – | – | 0.02% | 408 |
|
|
2016
Q1 | $21.7K | Buy |
+481
| New | +$21.7K | 0.02% | 416 |
|