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Castle Wealth Management’s Unilever UL Stock Holding History

Castle Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-71
Closed -$4K – 600
2022
Q3 		$4K Hold
71
– – ﹤0.01% 522
2022
Q2 		$4K Buy
+71
New +$3.62K ﹤0.01% 519

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Fisher Asset Management
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Fidelity Investments
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Wells Fargo
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Castle Wealth Management's UL Position: Q4 2022 in Review

Castle Wealth Management sold out of Unilever (UL) in Q4 2022, closing a stake of 71 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in UL in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Castle Wealth Management reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 71 Unilever shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in Unilever in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Unilever position peaked at $4K in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.