Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.23M | Sell |
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|
2018
Q4 | $2.96M | Sell |
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|
2018
Q3 | $4.83M | Sell |
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|
2018
Q2 | $4.93M | Sell |
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|
2018
Q1 | $4.95M | Buy |
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|
2017
Q4 | $4.79M | Buy |
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|
2017
Q3 | $3.69M | Buy |
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|
2017
Q2 | $624K | Buy |
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|
2017
Q1 | $525K | Sell |
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|
2016
Q4 | $474K | Sell |
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|
2016
Q3 | $632K | Buy |
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|
2016
Q2 | $503K | Buy |
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|
2016
Q1 | $155K | Buy |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $6K | Hold |
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|
2014
Q4 | $6K | Buy |
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