CIA
Concurrent Investment Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
53,126
+1,958
| +4% | +$120K | 0.06% | 310 |
|
|
2025
Q1 | $3.05M | Sell |
51,168
-2,314
| -4% | -$138K | 0.07% | 270 |
|
|
2024
Q4 | $3.03M | Sell |
53,482
-626
| -1% | -$35.5K | 0.08% | 244 |
|
|
2024
Q3 | $3.51M | Sell |
54,108
-61
| -0.1% | -$3.96K | 0.1% | 206 |
|
|
2024
Q2 | $2.98M | Buy |
54,169
+2,394
| +5% | +$132K | 0.1% | 209 |
|
|
2024
Q1 | $2.6M | Buy |
51,775
+36,909
| +248% | +$1.85M | 0.1% | 200 |
|
|
2023
Q4 | $721K | Buy |
+14,866
| New | +$721K | 0.03% | 400 |
|