Fiduciary Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $203K | Buy |
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