Carson Wealth (CWM LLC)’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Buy |
114,396
+2,373
| +2% | +$145K | 0.02% | 497 |
|
|
2025
Q1 | $6.67M | Sell |
112,023
-4,423
| -4% | -$263K | 0.03% | 446 |
|
|
2024
Q4 | $6.6M | Sell |
116,446
-9,961
| -8% | -$565K | 0.03% | 416 |
|
|
2024
Q3 | $8.21M | Sell |
126,407
-10,807
| -8% | -$702K | 0.04% | 340 |
|
|
2024
Q2 | $7.55M | Sell |
137,214
-11,171
| -8% | -$614K | 0.04% | 338 |
|
|
2024
Q1 | $7.45M | Sell |
148,385
-10,925
| -7% | -$548K | 0.04% | 342 |
|
|
2023
Q4 | $7.72M | Sell |
159,310
-14,474
| -8% | -$702K | 0.04% | 316 |
|
|
2023
Q3 | $8.59M | Sell |
173,784
-5,205
| -3% | -$257K | 0.05% | 260 |
|
|
2023
Q2 | $9.33M | Sell |
178,989
-6,200
| -3% | -$323K | 0.06% | 239 |
|
|
2023
Q1 | $9.62M | Sell |
185,189
-6,117
| -3% | -$318K | 0.07% | 224 |
|
|
2022
Q4 | $9.63M | Sell |
191,306
-2,322
| -1% | -$117K | 0.07% | 204 |
|
|
2022
Q3 | $8.49M | Buy |
193,628
+9,132
| +5% | +$400K | 0.07% | 213 |
|
|
2022
Q2 | $8.46M | Buy |
184,496
+20,209
| +12% | +$926K | 0.07% | 219 |
|
|
2022
Q1 | $7.49M | Buy |
164,287
+9,809
| +6% | +$447K | 0.05% | 246 |
|
|
2021
Q4 | $8.31M | Buy |
+154,478
| New | +$8.31M | 0.06% | 234 |
|
|
2021
Q2 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2021
Q1 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2020
Q3 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2020
Q2 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2020
Q1 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2019
Q4 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2019
Q3 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2019
Q2 | $8.76M | Hold |
149,772
| – | – | 0.07% | 210 |
|
|
2019
Q1 | $8.76M | Buy |
149,772
+148,827
| +15,749% | +$8.71M | 0.07% | 210 |
|
|
2018
Q4 | $49K | Buy |
945
+31
| +3% | +$1.61K | ﹤0.01% | 881 |
|
|
2018
Q3 | $50K | Sell |
914
-697
| -43% | -$38.1K | ﹤0.01% | 749 |
|
|
2018
Q2 | $89K | Buy |
1,611
+253
| +19% | +$14K | ﹤0.01% | 534 |
|
|
2018
Q1 | $75K | Buy |
1,358
+58
| +4% | +$3.2K | ﹤0.01% | 490 |
|
|
2017
Q4 | $72K | Sell |
1,300
-196
| -13% | -$10.9K | ﹤0.01% | 471 |
|
|
2017
Q3 | $87K | Buy |
1,496
+78
| +6% | +$4.54K | ﹤0.01% | 432 |
|
|
2017
Q2 | $77K | Buy |
1,418
+85
| +6% | +$4.62K | ﹤0.01% | 415 |
|
|
2017
Q1 | $66K | Sell |
1,333
-350
| -21% | -$17.3K | ﹤0.01% | 406 |
|
|
2016
Q4 | $68K | Buy |
1,683
+350
| +26% | +$14.1K | ﹤0.01% | 398 |
|
|
2016
Q3 | $63K | Sell |
1,333
-300
| -18% | -$14.2K | ﹤0.01% | 390 |
|
|
2016
Q2 | $78K | Buy |
1,633
+333
| +26% | +$15.9K | 0.01% | 332 |
|
|
2016
Q1 | $59K | Sell |
1,300
-17
| -1% | -$772 | 0.01% | 326 |
|
|
2015
Q4 | $57K | Buy |
1,317
+17
| +1% | +$736 | 0.01% | 306 |
|
|
2015
Q3 | $53K | Buy |
+1,300
| New | +$53K | 0.01% | 282 |
|