Ascent Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $564K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $858K | Sell |
|
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | $660K | Sell |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $638K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.07M | Buy |
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|
2015
Q3 | $1.94M | Buy |
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|
2015
Q2 | $2.03M | Buy |
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|
2015
Q1 | $1.94M | Buy |
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|
2014
Q4 | $1.82M | Buy |
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|
2014
Q3 | $1.84M | Buy |
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|
2014
Q2 | $1.97M | Buy |
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|
2014
Q1 | $1.83M | Sell |
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|
2013
Q4 | $1.77M | Buy |
|