9258 Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $232K | Sell |
|
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|
2024
Q2 | $201K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $204K | Sell |
|
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|
2023
Q3 | $228K | Hold |
|
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|
2023
Q2 | $240K | Hold |
|
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|
2023
Q1 | $239K | Hold |
|
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|
2022
Q4 | $232K | Sell |
|
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|
2022
Q3 | $204K | Sell |
|
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|
2022
Q2 | $267K | Buy |
|
|||||
|
2022
Q1 | $255K | Buy |
|
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|
2021
Q4 | $293K | Sell |
|
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|
2021
Q3 | $312K | Buy |
|
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|
2021
Q2 | $335K | Sell |
|
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|
2021
Q1 | $353K | Sell |
|
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|
2020
Q4 | $388K | Buy |
|