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Belpointe Asset Management’s Unilever UL Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-6,127
Closed -$358K – 3222
2023
Q1 		$358K Sell
6,127
-3,568
-37% -$203K 0.02% 678
2022
Q4 		$549K Sell
9,695
-93
-1% -$4.98K 0.03% 497
2022
Q3 		$483K Buy
9,788
+908
+10% +$47.4K 0.03% 517
2022
Q2 		$458K Buy
8,880
+3,509
+65% +$179K 0.03% 521
2022
Q1 		$276K Buy
5,371
+865
+19% +$48.1K 0.02% 769
2021
Q4 		$273K Buy
4,506
+59
+1% +$3.5K 0.02% 753
2021
Q3 		$271K Buy
4,447
+820
+23% +$52.3K 0.02% 733
2021
Q2 		$238K Sell
3,627
-5
-0.1% -$332 0.02% 768
2021
Q1 		$228K Sell
3,632
-873
-19% -$55.6K 0.02% 700
2020
Q4 		$306K Buy
4,505
+1,778
+65% +$121K 0.03% 549
2020
Q3 		$189K Sell
2,727
-90
-3% -$6K 0.02% 571
2020
Q2 		$174K Buy
2,817
+242
+9% +$14.5K 0.02% 562
2020
Q1 		$146K Sell
2,575
-591
-19% -$37.1K 0.03% 508
2019
Q4 		$204K Buy
3,166
+449
+17% +$29.8K 0.03% 530
2019
Q3 		$184K Buy
2,717
+205
+8% +$14.2K 0.03% 492
2019
Q2 		$175K Buy
2,512
+769
+44% +$52.2K 0.03% 447
2019
Q1 		$113K Buy
+1,743
New +$106K 0.02% 423
2018
Q4 		– Sell
-1,817
Closed -$112K – 633
2018
Q3 		$112K Buy
+1,817
New +$115K 0.02% 614

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