TFA
Tranquilli Financial Advisor’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
10,887
+646
| +6% | +$39.5K | 0.41% | 62 |
|
|
2025
Q1 | $610K | Buy |
10,241
+287
| +3% | +$17.1K | 0.39% | 59 |
|
|
2024
Q4 | $564K | Buy |
9,954
+2,012
| +25% | +$114K | 0.36% | 63 |
|
|
2024
Q3 | $516K | Buy |
7,942
+2
| +0% | +$130 | 0.32% | 64 |
|
|
2024
Q2 | $434K | Sell |
7,940
-43
| -0.5% | -$2.35K | 0.29% | 72 |
|
|
2024
Q1 | $401K | Sell |
7,983
-573
| -7% | -$28.8K | 0.27% | 77 |
|
|
2023
Q4 | $415K | Sell |
8,556
-557
| -6% | -$27K | 0.29% | 67 |
|
|
2023
Q3 | $450K | Buy |
9,113
+671
| +8% | +$33.1K | 0.33% | 58 |
|
|
2023
Q2 | $440K | Buy |
8,442
+172
| +2% | +$8.97K | 0.31% | 60 |
|
|
2023
Q1 | $429K | Buy |
8,270
+613
| +8% | +$31.8K | 0.32% | 56 |
|
|
2022
Q4 | $386K | Buy |
7,657
+1,856
| +32% | +$93.5K | 0.29% | 60 |
|
|
2022
Q3 | $254K | Buy |
5,801
+1,422
| +32% | +$62.3K | 0.2% | 63 |
|
|
2022
Q2 | $201K | Buy |
+4,379
| New | +$201K | 0.15% | 63 |
|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$205K | – | 95 |
|
|
2021
Q4 | $205K | Sell |
3,810
-120
| -3% | -$6.46K | 0.14% | 80 |
|
|
2021
Q3 | $213K | Buy |
3,930
+107
| +3% | +$5.8K | 0.16% | 72 |
|
|
2021
Q2 | $224K | Sell |
3,823
-53
| -1% | -$3.11K | 0.17% | 72 |
|
|
2021
Q1 | $216K | Buy |
3,876
+257
| +7% | +$14.3K | 0.17% | 70 |
|
|
2020
Q4 | $218K | Buy |
+3,619
| New | +$218K | 0.2% | 65 |
|