BigSur Wealth Management’s Unilever UL Stock Holding History

BigSur Wealth 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 Q3	–	Sell
2023 Q2	$209K	Sell
2023 Q1	$234K	Hold
2022 Q4	$227K	Buy
2022 Q3	–	Sell
2022 Q2	$206K	Hold
2022 Q1	$205K	Hold
2021 Q4	$242K	Hold
2021 Q3	$244K	Hold
2021 Q2	$263K	Sell
2021 Q1	$260K	Sell
2020 Q4	$341K	Hold
2020 Q3	$348K	Hold
2020 Q2	$310K	Hold
2020 Q1	$286K	Hold
2019 Q4	$323K	Hold
2019 Q3	$340K	Hold
2019 Q2	$351K	Hold
2019 Q1	$326K	Hold
2018 Q4	$295K	Sell
2018 Q3	$366K	Buy
2018 Q2	$359K	Sell
2018 Q1	$372K	Hold
2017 Q4	$371K	Hold
2017 Q3	$389K	Hold
2017 Q2	$387K	Hold
2017 Q1	$352K	Sell
2016 Q4	$305K	Buy