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Connecticut Wealth Management’s Unilever UL Stock Holding History

Connecticut 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
2024
Q1 		– Sell
-4,198
Closed -$229K – 331
2023
Q4 		$229K Buy
+4,198
New +$226K 0.01% 297

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Connecticut Wealth Management's UL Position: Q1 2024 in Review

Connecticut Wealth Management sold out of Unilever (UL) in Q1 2024, closing a stake of 4,198 shares — an estimated $229K sold.

Connecticut Wealth Management first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Connecticut Wealth Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 4,198 Unilever shares in Q1 2024, an estimated $229K.
  • Connecticut Wealth Management first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
  • Connecticut Wealth Management's Unilever position peaked at $229K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Connecticut Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.