BWAM
Boyd Watterson Asset Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Hold |
718
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $42.8K | Hold |
718
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $40.7K | Hold |
718
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $46.6K | Sell |
718
-334
| -32% | -$21.7K | 0.01% | 188 |
|
|
2024
Q2 | $57.8K | Hold |
1,052
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $52.8K | Hold |
1,052
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $51K | Hold |
1,052
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $52K | Sell |
1,052
-1,000
| -49% | -$49.4K | 0.02% | 177 |
|
|
2023
Q2 | $107K | Sell |
2,052
-8,000
| -80% | -$417K | 0.04% | 144 |
|
|
2023
Q1 | $522K | Hold |
10,052
| – | – | 0.21% | 90 |
|
|
2022
Q4 | $506K | Hold |
10,052
| – | – | 0.21% | 92 |
|
|
2022
Q3 | $441K | Buy |
10,052
+150
| +2% | +$6.58K | 0.2% | 94 |
|
|
2022
Q2 | $454K | Buy |
+9,902
| New | +$454K | 0.19% | 99 |
|
|
2013
Q4 | – | Sell |
-21,538
| Closed | -$831K | – | 177 |
|
|
2013
Q3 | $831K | Buy |
21,538
+390
| +2% | +$15K | 0.4% | 65 |
|
|
2013
Q2 | $855K | Buy |
+21,148
| New | +$855K | 0.43% | 61 |
|