Carson Wealth (CWM LLC)’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 | $6.54M | Sell |
|
|||||
|
2025
Q2 | $7M | Buy |
|
|||||
|
2025
Q1 | $6.67M | Sell |
|
|||||
|
2024
Q4 | $6.6M | Sell |
|
|||||
|
2024
Q3 | $8.21M | Sell |
|
|||||
|
2024
Q2 | $7.54M | Sell |
|
|||||
|
2024
Q1 | $7.45M | Sell |
|
|||||
|
2023
Q4 | $7.72M | Sell |
|
|||||
|
2023
Q3 | $8.59M | Sell |
|
|||||
|
2023
Q2 | $9.33M | Sell |
|
|||||
|
2023
Q1 | $9.62M | Sell |
|
|||||
|
2022
Q4 | $9.63M | Sell |
|
|||||
|
2022
Q3 | $8.49M | Buy |
|
|||||
|
2022
Q2 | $8.46M | Buy |
|
|||||
|
2022
Q1 | $7.49M | Buy |
|
|||||
|
2021
Q4 | $8.31M | Buy |
|
|||||
|
2021
Q2 | $8.76M | Hold |
|
|||||
|
2021
Q1 | $8.76M | Hold |
|
|||||
|
2020
Q4 | $8.76M | Hold |
|
|||||
|
2020
Q3 | $8.76M | Hold |
|
|||||
|
2020
Q2 | $8.76M | Hold |
|
|||||
|
2020
Q1 | $8.76M | Hold |
|
|||||
|
2019
Q4 | $8.76M | Hold |
|
|||||
|
2019
Q3 | $8.76M | Hold |
|
|||||
|
2019
Q2 | $8.76M | Hold |
|
|||||
|
2019
Q1 | $8.76M | Buy |
|
|||||
|
2018
Q4 | $49K | Buy |
|
|||||
|
2018
Q3 | $50K | Sell |
|
|||||
|
2018
Q2 | $89K | Buy |
|
|||||
|
2018
Q1 | $75K | Buy |
|
|||||
|
2017
Q4 | $72K | Sell |
|
|||||
|
2017
Q3 | $87K | Buy |
|
|||||
|
2017
Q2 | $77K | Buy |
|
|||||
|
2017
Q1 | $66K | Sell |
|
|||||
|
2016
Q4 | $68K | Buy |
|
|||||
|
2016
Q3 | $63K | Sell |
|
|||||
|
2016
Q2 | $78K | Buy |
|
|||||
|
2016
Q1 | $59K | Sell |
|
|||||
|
2015
Q4 | $57K | Buy |
|
|||||
|
2015
Q3 | $53K | Buy |
|