Concord Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.8K | Sell |
|
|||||
|
2025
Q2 | $96.3K | Hold |
|
|||||
|
2025
Q1 | $93.7K | Hold |
|
|||||
|
2024
Q4 | $89.2K | Sell |
|
|||||
|
2024
Q3 | $108K | Buy |
|
|||||
|
2024
Q2 | $77K | Sell |
|
|||||
|
2024
Q1 | $82.7K | Buy |
|
|||||
|
2023
Q4 | $67.9K | Sell |
|
|||||
|
2023
Q3 | $117K | Sell |
|
|||||
|
2023
Q2 | $134K | Buy |
|
|||||
|
2023
Q1 | $125K | Sell |
|
|||||
|
2022
Q4 | $129K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $139K | Sell |
|
|||||
|
2022
Q1 | $142K | Sell |
|
|||||
|
2021
Q4 | $189K | Buy |
|
|||||
|
2021
Q3 | $185K | Sell |
|
|||||
|
2021
Q2 | $223K | Hold |
|
|||||
|
2021
Q1 | $213K | Buy |
|
|||||
|
2020
Q4 | $229K | Buy |
|