UNIONVIEW, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, UNIONVIEW, LLC opened 8 positions, added to 39, reduced 71 and sold out of 5.
- Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 20,796.
- Q4 2024: Stock BAC; Country of operation United States; Class COM; Shares before 24,402.
- Q4 2024: Stock JPM; Country of operation United States; Class COM; Shares before 3,222.
- Q4 2024: Stock UNH; Country of operation United States; Class COM; Shares before 1,037.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908167), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 20,796 | 30,231 | +9,435 | $4,845,543 | $7,570,389 | +$2,724,846 | 2025-02-03 |
|---|
| Q4 2024 | BAC
BANK AMERICA CORP | United States | COM | 24,402 | 24,487 | +85 | $968,275 | $1,076,202 | +$107,927 | 2025-02-03 |
|---|
| Q4 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,222 | 3,224 | +2 | $679,479 | $772,784 | +$93,305 | 2025-02-03 |
|---|
| Q4 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,037 | 1,038 | +1 | $606,313 | $525,083 | -$81,230 | 2025-02-03 |
|---|
| Q4 2024 | MRK
MERCK & CO INC | United States | COM | 4,564 | 4,565 | +1 | $518,327 | $454,120 | -$64,207 | 2025-02-03 |
|---|
| Q4 2024 | FBIN
FORTUNE BRANDS INNOVATIONS I | United States | COM | 3,200 | 3,308 | +108 | $286,496 | $226,036 | -$60,460 | 2025-02-03 |
|---|
| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 1,012 | 1,089 | +77 | $579,314 | $637,627 | +$58,313 | 2025-02-03 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,032 | 3,045 | +13 | $491,366 | $440,368 | -$50,998 | 2025-02-03 |
|---|
| Q4 2024 | KO
COCA COLA CO | United States | COM | 4,888 | 4,908 | +20 | $351,239 | $305,559 | -$45,680 | 2025-02-03 |
|---|
| Q4 2024 | CSCO
CISCO SYS INC | United States | COM | 5,478 | 5,532 | +54 | $291,554 | $327,468 | +$35,914 | 2025-02-03 |
|---|
| Q4 2024 | SO
SOUTHERN CO | United States | COM | 2,508 | 2,510 | +2 | $226,216 | $206,628 | -$19,588 | 2025-02-03 |
|---|
| Q4 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,079 | 2,149 | +70 | $306,185 | $311,307 | +$5,122 | 2025-02-03 |
|---|
| Q3 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,023 | 1,037 | +14 | $520,973 | $606,313 | +$85,340 | 2024-11-06 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,398 | 5,420 | +22 | $983,246 | $898,907 | -$84,339 | 2024-11-06 |
|---|
| Q3 2024 | KO
COCA COLA CO | United States | COM | 4,874 | 4,888 | +14 | $310,213 | $351,239 | +$41,026 | 2024-11-06 |
|---|
| Q3 2024 | V
VISA INC | United States | COM CL A | 2,263 | 2,296 | +33 | $593,977 | $631,302 | +$37,325 | 2024-11-06 |
|---|
| Q3 2024 | PAYX
PAYCHEX INC | United States | COM | 1,707 | 1,721 | +14 | $202,382 | $230,941 | +$28,559 | 2024-11-06 |
|---|
| Q3 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,221 | 3,222 | +1 | $651,491 | $679,479 | +$27,988 | 2024-11-06 |
|---|
| Q3 2024 | AMGN
AMGEN INC | United States | COM | 844 | 876 | +32 | $263,715 | $282,263 | +$18,548 | 2024-11-06 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,067 | 2,079 | +12 | $323,257 | $306,185 | -$17,072 | 2024-11-06 |
|---|
| Q3 2024 | AVGO
BROADCOM INC | United States | COM | 174 | 1,698 | +1,524 | $279,362 | $292,905 | +$13,543 | 2024-11-06 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 13,382 | 13,900 | +518 | $2,586,072 | $2,589,987 | +$3,915 | 2024-11-06 |
|---|
| Q3 2024 | BAC
BANK AMERICA CORP | United States | COM | 24,307 | 24,402 | +95 | $966,700 | $968,275 | +$1,575 | 2024-11-06 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 788 | 7,600 | +6,812 | $712,013 | $938,920 | +$226,907 | 2024-08-02 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,272 | 5,398 | +126 | $795,703 | $983,246 | +$187,543 | 2024-08-02 |
|---|
| Q2 2024 | BAC
BANK AMERICA CORP | United States | COM | 23,525 | 24,307 | +782 | $892,079 | $966,700 | +$74,621 | 2024-08-02 |
|---|
| Q2 2024 | MRK
MERCK & CO INC | United States | COM | 4,563 | 4,564 | +1 | $602,133 | $565,002 | -$37,131 | 2024-08-02 |
|---|
| Q2 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,023 | 3,059 | +36 | $478,208 | $447,103 | -$31,105 | 2024-08-02 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 6,133 | 6,449 | +316 | $712,900 | $742,356 | +$29,456 | 2024-08-02 |
|---|
| Q2 2024 | AMGN
AMGEN INC | United States | COM | 843 | 844 | +1 | $239,688 | $263,715 | +$24,027 | 2024-08-02 |
|---|
| Q2 2024 | CSCO
CISCO SYS INC | United States | COM | 5,708 | 5,721 | +13 | $284,874 | $271,792 | -$13,082 | 2024-08-02 |
|---|
| Q2 2024 | KO
COCA COLA CO | United States | COM | 4,859 | 4,874 | +15 | $297,280 | $310,213 | +$12,933 | 2024-08-02 |
|---|
| Q2 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,049 | 2,067 | +18 | $323,285 | $323,257 | -$28 | 2024-08-02 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 21,018 | 21,084 | +66 | $4,046,560 | $3,615,541 | -$431,019 | 2024-04-29 |
|---|
| Q1 2024 | LLY
ELI LILLY & CO | United States | COM | 2,079 | 2,085 | +6 | $1,212,112 | $1,622,366 | +$410,254 | 2024-04-29 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 1,012 | 1,042 | +30 | $358,208 | $505,974 | +$147,766 | 2024-04-29 |
|---|
| Q1 2024 | ORCL
ORACLE CORP | United States | COM | 3,082 | 3,142 | +60 | $324,935 | $394,667 | +$69,732 | 2024-04-29 |
|---|
| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,035 | 2,049 | +14 | $303,538 | $323,285 | +$19,747 | 2024-04-29 |
|---|
| Q1 2024 | KO
COCA COLA CO | United States | COM | 4,844 | 4,859 | +15 | $285,463 | $297,280 | +$11,817 | 2024-04-29 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |