Bard Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Hold |
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|
2025
Q2 | $2.07M | Hold |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $1.95M | Hold |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $3.48M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.23M | Hold |
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|
2020
Q4 | $1.33M | Buy |
|