United Capital Financial Advisors’s Campbell Soup CPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,660
| Closed | -$277K | – | 1060 |
|
|
2024
Q3 | $277K | Buy |
5,660
+12
| +0.2% | +$587 | ﹤0.01% | 903 |
|
|
2024
Q2 | $255K | Buy |
+5,648
| New | +$255K | ﹤0.01% | 898 |
|
|
2023
Q2 | – | Sell |
-4,724
| Closed | -$260K | – | 908 |
|
|
2023
Q1 | $260K | Buy |
4,724
+1,067
| +29% | +$58.7K | ﹤0.01% | 855 |
|
|
2022
Q4 | $208K | Sell |
3,657
-683
| -16% | -$38.8K | ﹤0.01% | 976 |
|
|
2022
Q3 | $205K | Sell |
4,340
-159
| -4% | -$7.51K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $216K | Buy |
+4,499
| New | +$216K | ﹤0.01% | 1036 |
|
|
2021
Q3 | – | Sell |
-6,061
| Closed | -$276K | – | 1204 |
|
|
2021
Q2 | $276K | Buy |
6,061
+67
| +1% | +$3.05K | ﹤0.01% | 1040 |
|
|
2021
Q1 | $301K | Sell |
5,994
-370
| -6% | -$18.6K | ﹤0.01% | 976 |
|
|
2020
Q4 | $308K | Buy |
6,364
+2,000
| +46% | +$96.8K | ﹤0.01% | 981 |
|
|
2020
Q3 | $211K | Sell |
4,364
-16
| -0.4% | -$774 | ﹤0.01% | 1058 |
|
|
2020
Q2 | $217K | Hold |
4,380
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q1 | $202K | Sell |
4,380
-2,653
| -38% | -$122K | ﹤0.01% | 1064 |
|
|
2019
Q4 | $348K | Buy |
7,033
+2,416
| +52% | +$120K | ﹤0.01% | 1080 |
|
|
2019
Q3 | $217K | Sell |
4,617
-2,894
| -39% | -$136K | ﹤0.01% | 1154 |
|
|
2019
Q2 | $301K | Sell |
7,511
-67
| -0.9% | -$2.69K | ﹤0.01% | 1194 |
|
|
2019
Q1 | $289K | Sell |
7,578
-16
| -0.2% | -$610 | ﹤0.01% | 1121 |
|
|
2018
Q4 | $251K | Sell |
7,594
-1,020
| -12% | -$33.7K | ﹤0.01% | 1123 |
|
|
2018
Q3 | $316K | Buy |
8,614
+684
| +9% | +$25.1K | ﹤0.01% | 1085 |
|
|
2018
Q2 | $321K | Sell |
7,930
-114
| -1% | -$4.62K | ﹤0.01% | 1064 |
|
|
2018
Q1 | $348K | Sell |
8,044
-2,654
| -25% | -$115K | ﹤0.01% | 1044 |
|
|
2017
Q4 | $518K | Buy |
10,698
+1,059
| +11% | +$51.3K | ﹤0.01% | 954 |
|
|
2017
Q3 | $451K | Buy |
9,639
+1,420
| +17% | +$66.4K | ﹤0.01% | 993 |
|
|
2017
Q2 | $429K | Sell |
8,219
-316
| -4% | -$16.5K | ﹤0.01% | 968 |
|
|
2017
Q1 | $489K | Buy |
8,535
+290
| +4% | +$16.6K | ﹤0.01% | 917 |
|
|
2016
Q4 | $499K | Buy |
8,245
+380
| +5% | +$23K | ﹤0.01% | 937 |
|
|
2016
Q3 | $430K | Sell |
7,865
-2,810
| -26% | -$154K | ﹤0.01% | 1001 |
|
|
2016
Q2 | $715K | Buy |
10,675
+2,074
| +24% | +$139K | 0.01% | 829 |
|
|
2016
Q1 | $549K | Buy |
8,601
+2,369
| +38% | +$151K | 0.01% | 851 |
|
|
2015
Q4 | $327K | Buy |
6,232
+1,073
| +21% | +$56.3K | ﹤0.01% | 990 |
|
|
2015
Q3 | $261K | Sell |
5,159
-493
| -9% | -$24.9K | ﹤0.01% | 1087 |
|
|
2015
Q2 | $269K | Sell |
5,652
-437
| -7% | -$20.8K | ﹤0.01% | 1103 |
|
|
2015
Q1 | $272K | Sell |
6,089
-139
| -2% | -$6.21K | ﹤0.01% | 1097 |
|
|
2014
Q4 | $274K | Buy |
+6,228
| New | +$274K | ﹤0.01% | 999 |
|