Caldwell Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
4,874
-14
|
|
||||
|
2025
Q1 | $291K | Sell |
4,888
-47
|
|
||||
|
2024
Q4 | $280K | Sell |
4,935
-220
|
|
||||
|
2024
Q3 | $335K | Sell |
5,155
-1,175
|
|
||||
|
2024
Q2 | $348K | Sell |
6,330
-470
|
|
||||
|
2024
Q1 | $341K | Sell |
6,800
-1,385
|
|
||||
|
2023
Q4 | $397K | Sell |
8,185
-812
|
|
||||
|
2023
Q3 | $444K | Sell |
8,997
-210
|
|
||||
|
2023
Q2 | $480K | Sell |
9,207
-1,231
|
|
||||
|
2023
Q1 | $542K | Sell |
10,438
-40
|
|
||||
|
2022
Q4 | $528K | Buy |
10,478
+1,051
|
|
||||
|
2022
Q3 | $413K | Sell |
9,427
-544
|
|
||||
|
2022
Q2 | $457K | Buy |
9,971
+86
|
|
||||
|
2022
Q1 | $450K | Sell |
9,885
-264
|
|
||||
|
2021
Q4 | $546K | Sell |
10,149
-2,380
|
|
||||
|
2021
Q3 | $679K | Buy |
12,529
+908
|
|
||||
|
2021
Q2 | $680K | Buy |
11,621
+1,548
|
|
||||
|
2021
Q1 | $562K | Buy |
10,073
+3,640
|
|
||||
|
2020
Q4 | $388K | Buy |
6,433
+4,708
|
|
||||
|
2020
Q3 | $106K | Hold |
1,725
|
|
||||
|
2020
Q2 | $94.7K | Sell |
1,725
-787
|
|
||||
|
2020
Q1 | $127K | Hold |
2,512
|
|
||||
|
2019
Q4 | $144K | Buy |
+2,512
|
|