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Foresight Wealth Management’s Unilever UL Stock Holding History

Foresight 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
2022
Q4 		– Sell
-12,364
Closed -$610K – 99
2022
Q3 		$610K Buy
12,364
+1,117
+10% +$58.4K 0.14% 63
2022
Q2 		$580K Buy
11,247
+1,225
+12% +$62.4K 0.12% 66
2022
Q1 		$514K Buy
10,022
+3,186
+47% +$177K 0.1% 69
2021
Q4 		$414K Buy
6,836
+650
+11% +$38.6K 0.01% 92
2021
Q3 		$377K Buy
6,186
+487
+9% +$31K 0.08% 87
2021
Q2 		$375K Buy
5,699
+1,444
+34% +$96K 0.08% 91
2021
Q1 		$267K Buy
+4,255
New +$271K 0.07% 93

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Fidelity Investments
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Foresight Wealth Management's UL Position: Q4 2022 in Review

Foresight Wealth Management sold out of Unilever (UL) in Q4 2022, closing a stake of 12,364 shares — an estimated $610K sold.

Foresight Wealth Management first reported a position in UL in Q1 2021 and held it in 7 quarters. The position peaked at $610K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Foresight Wealth Management reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 12,364 Unilever shares in Q4 2022, an estimated $610K.
  • Foresight Wealth Management first reported a position in Unilever in Q1 2021 and held it in 7 quarters.
  • Foresight Wealth Management's Unilever position peaked at $610K in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.