BSW Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Sell |
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|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $924K | Buy |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $464K | Buy |
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