CPWA
Cerro Pacific Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
11,631
+28
| +0.2% | +$1.71K | 0.2% | 89 |
|
|
2025
Q1 | $658K | Buy |
11,603
+148
| +1% | +$8.39K | 0.21% | 87 |
|
|
2024
Q4 | $744K | Buy |
11,455
+11
| +0.1% | +$715 | 0.25% | 80 |
|
|
2024
Q3 | $629K | Hold |
11,444
| – | – | 0.24% | 86 |
|
|
2024
Q2 | $629K | Buy |
+11,444
| New | +$629K | 0.24% | 87 |
|
|
2023
Q1 | $477K | Buy |
9,176
+3,180
| +53% | +$165K | 0.26% | 93 |
|
|
2022
Q4 | $302K | Buy |
+5,996
| New | +$302K | 0.16% | 130 |
|