BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $38K | Hold |
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|
2018
Q3 | $40K | Hold |
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|
2018
Q2 | $40K | Buy |
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