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Beaumont Financial Advisors’s Unilever UL Stock Holding History

Beaumont Financial Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,464
Closed -$429K – 384
2021
Q2 		$429K Buy
6,464
+160
+3% +$10.6K 0.03% 233
2021
Q1 		$396K Sell
6,304
-460
-7% -$29.3K 0.03% 226
2020
Q4 		$459K Buy
+6,764
New +$459K 0.04% 203
2016
Q2 		– Sell
-8,533
Closed -$400K – 158
2016
Q1 		$400K Hold
8,533
– – 0.07% 98
2015
Q4 		$414K Sell
8,533
-383
-4% -$18.7K 0.07% 83
2015
Q3 		$431K Hold
8,916
– – 0.06% 93
2015
Q2 		$431K Hold
8,916
– – 0.06% 93
2015
Q1 		$418K Hold
8,916
– – 0.01% 116
2014
Q4 		$406K Sell
8,916
-297
-3% -$13.6K 0.02% 118
2014
Q3 		$434K Sell
9,213
-200
-2% -$9.88K 0.03% 115
2014
Q2 		$480K Sell
9,413
-920
-9% -$46.1K 0.03% 125
2014
Q1 		$497K Hold
10,333
– – 0.04% 103
2013
Q4 		$479K Sell
10,333
-1,009
-9% -$45.2K 0.04% 112
2013
Q3 		$492K Sell
11,342
-19,650
-63% -$891K 0.04% 107
2013
Q2 		$1.41M Buy
+30,992
New +$1.47M 0.13% 91

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PPA
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