Cassady Schiller Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60.3K | Hold |
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|
2024
Q3 | $69.1K | Hold |
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|
2024
Q2 | $58.5K | Sell |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $118K | Buy |
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