Cassady Schiller Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60.3K | Hold |
1,063
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $69.1K | Hold |
1,063
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $58.5K | Sell |
1,063
-1,200
| -53% | -$66K | 0.02% | 187 |
|
|
2024
Q1 | $114K | Buy |
2,263
+63
| +3% | +$3.16K | 0.05% | 146 |
|
|
2023
Q4 | $107K | Hold |
2,200
| – | – | 0.05% | 147 |
|
|
2023
Q3 | $109K | Hold |
2,200
| – | – | 0.06% | 140 |
|
|
2023
Q2 | $115K | Hold |
2,200
| – | – | 0.06% | 137 |
|
|
2023
Q1 | $114K | Hold |
2,200
| – | – | 0.05% | 136 |
|
|
2022
Q4 | $111K | Buy |
+2,200
| New | +$111K | 0.07% | 128 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$118K | – | 567 |
|
|
2021
Q4 | $118K | Buy |
+2,200
| New | +$118K | 0.07% | 126 |
|